Wright Selected Blue Chip Equities
The Eaton Vance Building 255 State Street Boston MA 02109
Map
Phone: 800-888-9471
| Category: | Mid-Cap Blend | | Fund Family: | Wright | | Net Assets: | 18.48M | | Year-to-Date Return: | -7.83% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Jan-83 |
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Michael Loura
Lead Manager since
31-Oct-06 | | | Loura has been the person primarily responsible for the day-to-day management of the Funds portfolio since October of 2006. Previously, he was a portfolio manager at Citigroup Asset Management, managing U.S. and global strategies since 2003. Prior to 2003, he was in quantitative research, developing stock selection models for Citigroup Asset Managements quantitative long only and long short strategies. Loura joined Wright in 2006 and has 12 years of investment experience. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term total return consisting of price appreciation and current income. The fund normally invests at least 80% of assets in a diversified portfolio of equity securities of well-established companies. It may include common stocks, preferred stocks, and convertible securities. The fund seeks to outperform the Standard & Poor's 400 index. |
| Last Dividend
(16-Mar-07):
| 0.02 | | Last Cap Gain
(28-Mar-08):
| 0.91 | | Annual Holdings Turnover
| 67.00% | | Average for Category:
| 90.83% |
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| Expense | WSBEX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$484 | $605 | | 5 Yr Expense Projection*: |
$865 | $957 | | 10 Yr Expense Projection*: |
$1,932 | $1,895 |
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1.49% Nasdaq 
0.27%
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