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    Wright Selected Blue Chip Equities (WSBEX)

    13.13 Up 0.14(1.08%) May 27
    Prev Close:12.99
    YTD Return*:3.76%
    Net Assets*:38.38M
    Yield*:0.24%

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for WSBEX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SWKS3.7836.49
    HBI3.7213.99
    EAT2.96-4.77
    CNC2.9624.85
    FL2.858.67

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:38.38M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):1.45%

    Performance & Risk

    YTD Return:3.76%
    5y Avg Return:14.68%
    Rank in Category (ytd):25
    % Rank in Category (ytd):6.36%
    Beta (3y):1.13
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term total return consisting of price appreciation and current income. The fund invests at least 80% of its net assets plus borrowings for investment purposes in a diversified portfolio of common and preferred stock issued by well-established domestic companies, American Depository Receipts ("ADRs") and securities convertible into common and preferred stock issued by well-established domestic companies. View More
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