At A Glance
You hold WIBCX.O in 0 portfolios
Wright Intl Blue Chip Eq (WIBCX.O)
Net Asset Value
15.25USD
0.03 +0.20%
05/21/2013
Category
World EquityYTD Return (Cumulative)
8.17%Classification
Intl Large-Cap Core5 Year Return (Annualized)
-4.06%Manager Benchmark
Lipper Intl Lg-Cp Cr IXLipper Leader Profile (Overall)
The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.
Fund Profile
| Fund Family | Wright Funds |
|---|---|
| Inception Date | 09/14/1989 |
| Portfolio Turnover | 58% |
| Dividend Yield | -- |
| Fund Manager | Amit Khandwala |
| Manager Tenure | 1989 |
Wright Investors Service Inc
440 Wheelers Farm Road
Milford, CT 06461
Fees, Expenses, & Minimums
| Load Type | No load |
|---|---|
| Total Expense Ratio | 1.85% |
| Max 12b-1 Fee Ratio | 0.3x |
| Early Redemption Fee | 2.00% |
| Initial Investment | $1,000 |
| Subsequent Investments | $0 |
| Initial IRA Investments | -- |
| Subsequent IRA Investments | -- |
Investment Strategy
The Fund seeks to provide long-term growth of capital and also earn reasonable current income. The Fund invests in a broadly diversified portfolio of equities of well-established non-U.S. companies meeting strict quality standards.
Overall Lipper Leaders Ratings & Fund Profile »
| Similar Rating/ Category | ||
|---|---|---|
| Total Return | 172 | |
| Consistent Return | 170 | |
| Capital Preservation | 10235 | |
| Low Expense | 49 | |
| Tax Efficiency (U.S. only) | 172 |
About the ratings...
Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »
Lipper Leaders.comAbout the ratings
Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Tax Efficiency reflect funds' historical ability to postpone taxable distributions. Lipper Ratings for Expense reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).
