4 / 5 Stars
4 5 3 1 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#23 in Mid-Cap Blend
U.S. News evaluated 137 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 22.80 percent over the past year, 13.84 percent over the past three years, 24.97 percent over the past five years, and 9.13 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.9%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||25.0%|
|10 Years (Annualized)||9.1%|
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.
Fees are Low 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.