Wright Mid Cap Core Focused Equity (S:0P00009SDF)
60.43
+0.43
(+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% | 63.67 | 2.46% |
| Mueller Industries, Inc. | 3.10% | 125.17 | 0.62% |
| Interactive Brokers Group, Inc. | 3.10% | 70.47 | -0.45% |
| Omega Healthcare Investors, Inc. | 2.71% | 44.74 | 0.68% |
| Federated Hermes, Inc. | 2.44% | 52.14 | -1.31% |
| Halozyme Therapeutics, Inc. | 2.31% | 71.47 | -1.31% |
| Voya Financial, Inc. | 2.26% | 77.70 | -0.57% |
| Primerica, Inc. | 2.19% | 264.19 | -0.51% |
| Cirrus Logic, Inc. | 2.02% | 123.56 | 1.77% |
| East West Bancorp, Inc. | 1.97% | 115.08 | 0.03% |
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 | -- |