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Wright Intl Blue Chip Equities Standard Fund (WIBCX)

Fund performance review and position details on Wright Intl Blue Chip Equities Standard Fund (WIBCX)

    Last Trade: $14.28 on 3/18/2010, Change: -0.09 (-0.63%)

  

Wright Intl Blue Chip Equities Standard Fund (WIBCX) Fund Statistics (January 31, 2010)

Category: Foreign Large Blend
Net Asset: $65.30M
Yield: 0%
Year-to-Date Return: -5.33%
Morningstar rating: 2

Wright Intl Blue Chip Equities Standard Fund (WIBCX) Cost

Initial Investment: $1,000
Total Expense Ratio (Foreign Large Blend average): 1.54% (1.40%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 82.00%

Wright Intl Blue Chip Equities Standard Fund (WIBCX) Performance

1-month Performance (Foreign Large Blend category average): -5.33% (-5.06%)
3-month Performance (Foreign Large Blend category average): -0.80% (0.00%)
1 Year Performance (Foreign Large Blend category average): 42.90% (39.71%)
3 Year Performance (Foreign Large Blend category average): -11.21% (-8.06%)
5 Year Performance (Foreign Large Blend category average): 1.99% (2.90%)
Best 3 year performance: 17.98%
Worst 3 year performance: -10.86%
Number of Years of positive return: 4 years
Number of Years of negative return: 1 years
3 year Alpha (Foreign Large Blend category average): -2.46 (-0.14)
3 year Beta (Foreign Large Blend category average): 1.1 (1.02)
3 year Sharpe Ratio: -0.38
3 year Treynor: -11.96

  

Most Recent Top 10 Stock Holdings in Wright Intl Blue Chip Equities Standard Fund (WIBCX) as of 30-Sep-09

[See Stock Holding Change Map]

StockWeightingPrice change (15 mins delay)
TELEFONICA SA3.08%-1.14%
BARCLAYS PLC2.67%0.00%
BANCO SANTANDER CHI2.3%-0.34%
E N I SPA ADR2.28%-1.51%
HSBC Holdings PLC2.25%N/A
Zurich Financial Services AG2.2%N/A
ASTRAZENECA PLC ADS2.19%0.07%
SWISS REINS N ORD2.05%0.00%
Toronto-Dominion Bk1.95%N/A
Astellas Pharma Inc.1.87%N/A
*Note: The price change will reset to 0 after the midnight

Wright Intl Blue Chip Equities Standard Fund (WIBCX) Sector Breakdown (% of stocks) as of 30-Sep-09

SectorWeighting
Hardware0.37%
Software0.90%
Media1.50%
Telecommunications9.77%
Consumer services3.24%
Business Services5.19%
Financial Services24.88%
Healthcare7.99%
Utilities3.78%
Consumer goods12.87%
Energy10.09%
Industrial materials19.43%

Wright Intl Blue Chip Equities Standard Fund (WIBCX) Fund Portfolio Allocation for 09/2009

Stock99.94%
Bond0%
Cash0.06%
Other0%

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