Wright Selected Blue Chip Equities Fund

Class Other (WSBEX)
Scorecard
4 / 5 Stars
Lipper
5 5 3 2 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A- (Buy)

#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.

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Performance

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%
1 Year 19.0%
3 Years (Annualized) 13.9%
5 Years (Annualized) 8.0%
10 Years (Annualized) 10.3%

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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 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

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.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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