Wright Mid Cap Core Equity (S:0P00003HOW)
84.81
+2.37
(+2.88%)
USD |
Feb 28 2026
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 April 02, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Flex Ltd. | 3.74% | 67.70 | -0.79% |
| Mueller Industries, Inc. | 3.06% | 110.93 | -1.42% |
| Interactive Brokers Group, Inc. | 2.84% | 67.91 | 0.00% |
| Omega Healthcare Investors, Inc. | 2.78% | 45.01 | 1.53% |
| UGI Corp. | 2.51% | 36.51 | 1.22% |
| Federated Hermes, Inc. | 2.40% | 57.41 | -1.10% |
| Voya Financial, Inc. | 2.20% | 67.04 | 0.10% |
| Halozyme Therapeutics, Inc. | 2.07% | 63.94 | -2.23% |
| East West Bancorp, Inc. | 2.04% | 108.10 | -1.13% |
| Cirrus Logic, Inc. | 1.88% | 146.26 | -0.59% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
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 | -- |