WQCEX Rating, Research - Wright Major Blue Chip Equities

Wright Major Blue Chip Equities (wqcex)

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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 = 250

Threats + Weaknesses = 141

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

Fund Management Team

Fund Description Update

Wright Major Blue Chip Equities (WQCEX) Description: WQCEX is a mutual fund, which is an investment that owns a basket of assets. The WQCEX 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 short management tenure and is in the small fund size classification. WQCEXs minimum initial investment amount is $1000 while the IRA minimum is $0. WQCEXs expense ratio is roughly 1%. The latest WQCEXs front end load was 0% and the back end load was 0%. The Wright Major Blue Chip Equities (WQCEX) mutual fund falls under the large-cap mixed category. WQCEX focuses its investments in USA and WQCEX is not affiliated with a particular industry or fund sector. The Wright Major Blue Chip Equities (WQCEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WQCEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WQCEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks Long-term capital appreciation, and current income is the secondary. The fund invests at least 80% of net assets in common stocks (see stock research) and other U.S. traded equity securities (see equity research) of large cap companies. U.S. traded equity securities (see equity research) may include listed American Depositary Receipts ("ADRs"). It targets companies with market capitalizations range of companies in the S&P 500 Index. In addition, to implement This investment vehicle strategy, the fund may buy or sell, to a limited extent, derivative instruments.

Management Analysis Update

Performance Analysis Update