Wright Mid Cap Core Equity (S:0P00003HOW)
78.93
+0.56
(+0.72%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 13, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Flex Ltd. | 3.68% | 63.32 | 1.90% |
| Mueller Industries, Inc. | 3.14% | 125.10 | 0.56% |
| Interactive Brokers Group, Inc. | 3.11% | 70.64 | -0.21% |
| Omega Healthcare Investors, Inc. | 2.72% | 44.68 | 0.53% |
| Federated Hermes, Inc. | 2.45% | 52.14 | -1.31% |
| Halozyme Therapeutics, Inc. | 2.31% | 71.30 | -1.55% |
| Voya Financial, Inc. | 2.26% | 77.66 | -0.61% |
| Primerica, Inc. | 2.19% | 264.52 | -0.38% |
| Cirrus Logic, Inc. | 2.04% | 123.08 | 1.38% |
| East West Bancorp, Inc. | 1.98% | 114.80 | -0.22% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |