Wright Major Blue Chip Equities
The Eaton Vance Building 255 State Street Boston MA 02109
Map
Phone: 800-888-9471
| Category: | Large Blend | | Fund Family: | Wright | | Net Assets: | 30.76M | | Year-to-Date Return: | 9.35% | | Yield: | 1.10% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Jul-85 |
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Charles T. Simko, Jr.
Lead Manager since
31-Jul-06 | | |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks total return consisting of price appreciation plus income. The fund normally invests at least 80% of assets in a diversified portfolio of equity securities of well-established large capitalization companies. It may include common stocks, preferred stocks, and convertible securities. The fund seeks to outperform the Standard & Poor's 500 index. |
| Last Dividend
(11-Mar-09):
| 0.00 | | Last Cap Gain
(8-Dec-00):
| 0.42 | | Annual Holdings Turnover
| 58.00% | | Average for Category:
| 78.94% |
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| Expense | WQCEX | Category
Avg | | Total Expense Ratio: | 1.37%
| 1.08% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 434 | $776 | | 5 Yr Expense Projection*: |
$ 750 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,646 | $2,371 |
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0.34% Nasdaq 0.00%
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