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Wright Selected Blue Chip Equities Fund

WSBEX:US
NASDAQ GM
12.02
USD
0.02
0.17%
As of 9:29 AM EDT 5/26/2017
Fund Type
Open-End Fund
52Wk Range
10.45 - 12.29
1 Yr Return
8.22%
YTD Return
4.37%
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Previous Close
12.04
52Wk Range
10.45 - 12.29
1 Yr Return
9.08%
YTD Return
4.37%
Fund Type
Open-End Fund
Objective
Blend Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 05/26/2017)
12.02
Total Assets (m USD) (on 05/26/2017)
31.371
Inception Date
01/04/1983
Last Dividend (on 03/17/2017)
0.3088
Dividend Indicated Gross Yield
0.44%
Fund Managers
AMIT S KHANDWALA
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.60%
Expense Ratio
1.40%

Top Fund Holdings

Name Position Value % of Fund
37.17 k 1.17 m 3.59
23.50 k 1.16 m 3.57
5.28 k 1.06 m 3.25
11.10 k 1.02 m 3.13
9.57 k 981.08 k 3.02
12.09 k 872.17 k 2.68
6.70 k 806.88 k 2.48
10.66 k 796.36 k 2.45
21.20 k 754.51 k 2.32
40.12 k 716.05 k 2.20
Profile
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.
Address
Wright Funds
P.O. Box 588
Portland, ME 04112
USA
Phone
1-800-888-9471