Wright Selected Blue Chip Equities
The Eaton Vance Building 255 State Street Boston MA 02109
Map
Phone: 800-888-9471
| Category: | Mid-Cap Blend | | Fund Family: | Wright | | Net Assets: | 15.89M | | Year-to-Date Return: | 31.02% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Jan-83 |
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Amit S. Khandwala
Lead Manager since
01-May-09 | | | Khandwala is an executive vice president as well as head of international and domestic equities with Wright Investors' Service, his employer since 1986. Khandwala has been published in the journal of Portfolio Management and has been involved in conducting empirical research in finance. Khandwala is a member of the New York Society of Security Analysts. |
| 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 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
(16-Mar-07):
| 0.02 | | Last Cap Gain
(28-Mar-08):
| 0.91 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 81.37% |
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| Expense | WSBEX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.37% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.37% | | 3 Yr Expense Projection*: |
$ 549 | $630 | | 5 Yr Expense Projection*: |
$ 981 | $972 | | 10 Yr Expense Projection*: |
$ 2,182 | $1,959 |
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2.03% Nasdaq 
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