Wright Large Cap Core Equity (S:0P00015HG0)
77.75
+7.40
(+10.52%)
USD |
Apr 30 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 May 26, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Apple, Inc. | 4.94% | 311.55 | 0.88% |
| Alphabet, Inc. | 4.73% | 384.18 | 1.27% |
| NVIDIA Corp. | 4.69% | 216.24 | 0.42% |
| Broadcom Inc. | 4.64% | 429.34 | 3.67% |
| Amazon.com, Inc. | 4.28% | 267.96 | 0.62% |
| Microsoft Corp. | 4.02% | 417.99 | -0.14% |
| The Charles Schwab Corp. | 4.00% | 89.73 | -0.47% |
| Meta Platforms, Inc. | 3.76% | 610.07 | -0.03% |
| Caterpillar, Inc. | 3.44% | 900.25 | 2.31% |
| Exxon Mobil Corp. | 3.32% | 152.32 | -1.68% |
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 | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |