4 / 5 Stars
5 5 3 2 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#31 in Mid-Cap Blend
U.S. News evaluated 145 Mid-Cap 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 18.98 percent over the past year, 13.89 percent over the past three years, 8.04 percent over the past five years, and 10.25 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||16.7%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||8.0%|
|10 Years (Annualized)||10.3%|
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 in a diversified portfolio of common stock, preferred stock, American Depository Receipts ("ADRs") and securities convertible into stock issued by well-established domestic companies. Its portfolio is characterized as a blend of growth and value stocks.
Fees are Above Average compared to funds in the same category.
Wright Selected Blue Chip Equities Fund has an expense ratio of 1.40 percent.
Risk is Average compared to funds in the same category according to Morningstar.