2 / 5 Stars
1 1 3 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#314 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 23.91 percent over the past year, 9.83 percent over the past three years, 14.69 percent over the past five years, and 4.98 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.1%|
|3 Years (Annualized)||9.8%|
|5 Years (Annualized)||14.7%|
|10 Years (Annualized)||5.0%|
The investment seeks total return, consisting of price appreciation plus 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 "major" companies, which the Adviser defines as well-established companies with market values of $5-$10 billion or more at the time of the fund's investment, American Depository Receipts ("ADRs") and securities convertible into common and preferred stock issued by "major" companies. It may also hold investments in companies of any market capitalization consistent with its investment objective.
Fees are Above Average compared to funds in the same category.
Wright Major Blue Chip Equities Fund has an expense ratio of 1.40 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.