WIBCX Rating, Research - Wright Intl Blue Chip Equities Standard

Wright Intl Blue Chip Equities Standard (wibcx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 44

Threats + Weaknesses = 41

When strengths & opportunities substantially exceed threats & weaknesses an investment in the wibcx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Wright Intl Blue Chip Equities Standard (WIBCX) Description: WIBCX is a mutual fund, which is an investment that owns a basket of assets. The WIBCX mutual fund was provided by Wright and this investment vehicle derives the majority of its value from equity holdings (stocks). Wrights mutual fund has a long management tenure and is in the small fund size classification. WIBCXs minimum initial investment amount is $1000 while the IRA minimum is $0. WIBCXs expense ratio is roughly 2%. The latest WIBCXs front end load was 0% and the back end load was 0%. The Wright Intl Blue Chip Equities Standard (WIBCX) mutual fund falls under the foreign large-cap value category. WIBCX focuses its investments in EU and Japan and WIBCX is not affiliated with a particular industry or fund sector. The Wright Intl Blue Chip Equities Standard (WIBCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WIBCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WIBCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return consisting of price appreciation plus income. The fund normally invests at least 80% of assets in a diversified portfolio of common stock, preferred stock and securities convertible into stock issued by well-established non-U.S. companies of any size located worldwide. It seeks to outperform the MSCI Developed World ex U.S. index.

Management Analysis Update

Performance Analysis Update