• Fund Type: Open-End Fund
  • Objective: Blend Mid Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Wright Selected Blue Chip Equities Fund

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WSBEX:US

13.33 USD 0.14 1.04%

As of 09:29:30 ET on 09/30/2014.

Snapshot for Wright Selected Blue Chip Equities Fund (WSBEX)

Year To Date: +0.17% 3-Month: -3.55% 3-Year: +22.56% 52-Week Range: 11.65 - 14.02
1-Month: -4.65% 1-Year: +12.84% 5-Year: +16.05% Beta vs MID: 0.99

Mutual Fund Chart for WSBEX

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  • WSBEX:US 13.33
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Fund Profile & Information for WSBEX

Wright Selected Blue Chip Equities Fund is an open-end fund incorporated in the USA. Its objective is long-term total return consisting of price appreciation and current income. It invests at least 80% of its net assets in the equity securities of well-established quality companies. Its portfolio is characterized as a blend of growth and value stocks with market cap between $1-$10 billion.

Inception Date: 01-04-1983 Telephone: 1-800-888-9471
Managers: AMIT S KHANDWALA
Web Site: www.wrightinvestors.com

Fundamentals for WSBEX

NAV (on 2014-09-30) 13.33
Assets (M) (on 2014-09-30) 36.62
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 0.00

Dividends for WSBEX

Dividend Type Short Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2014-03-19) 0.26
Dividend Yield (ttm) 15.10

Fees & Expenses for WSBEX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.60
Redemption Fee 0.00
12b1 Fee 0.25
Expense Ratio 1.40

Top Fund Holdings for WSBEX

Filing Date: 03/31/2014
Name Position Value % of Total
B/E Aerospace Inc 16,050 1,392,980 3.408%
Waddell & Reed Financial Inc 17,685 1,301,970 3.185%
Hanesbrands Inc 16,130 1,233,622 3.018%
Brinker International Inc 22,045 1,156,260 2.829%
Alaska Air Group Inc 22,420 1,046,005 2.559%
Universal Health Services Inc 12,390 1,016,847 2.488%
Foot Locker Inc 21,580 1,013,828 2.480%
Alliance Data Systems Corp 3,605 982,182 2.403%
Packaging Corp of America 13,900 978,143 2.393%
Carlisle Cos Inc 11,930 946,526 2.316%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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