Wright Selected Blue Chip Equities The Eaton Vance Building255 State StreetBoston MA 02109 Map
Phone: 800-888-9471
| Category: | Mid-Cap Blend | | Fund Family: | Wright | | Net Assets: | 17.67M | | Year-to-Date Return: | 1.90% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Jan-1983 |
|
Anuradha Prabhu
Lead Manager since
08-Jun-2009 | | | Ms. Prabhu joined Wright as an Analyst in 2003. She became a Vice President in 2007 and has 8 years of investment experience. |
| 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 |
|
| |
| The investment seeks long-term total return consisting of price appreciation and current income.
The fund normally invests at least 80% of assets in a diversified portfolio of equity securities of well-established companies. It may include common stocks, preferred stocks, and convertible securities. The fund seeks to outperform the Standard & Poor's 400 index. |
| Last Dividend
(3-Mar-10):
| 0.01 | | Last Cap Gain
(28-Mar-08):
| 0.91 | | Annual Holdings Turnover
(18-Mar-10):
| 72.00% | | Average for Category:
| 98.84% |
|
| Expense | WSBEX | Category Avg | | Total Expense Ratio: | 1.25%
| 1.38% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | %
| 2.37% | | 3 Yr Expense Projection*: |
$ 549 | $64 | | 5 Yr Expense Projection*: |
$ 981 | $99 | | 10 Yr Expense Projection*: |
$ 2,182 | $198 |
|
|