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Investment Options

The QuikPath® program offers you a diversified selection of investment options. It provides eight diversified funds listed below. We will provide you with the investment information necessary to help make you a more informed investor.

Equity Funds

  • Wright Major Blue Chip Fund
    Long-term investment return (price appreciation plus income) by investing in a diversified portfolio of larger companies on the Approved Wright Investment List.

  • Janus Advisor Series – Aggressive Growth Fund
    A non-diversified portfolio that seeks long-term growth of capital by investing primarily in common stocks. The portfolio will normally invest at least 50% of its equity assets in securities issued by medium-sized companies.

  • American Century Ultra Fund – Advisor Class
    Invests in common stocks considered by management to have better than average prospects for appreciation. Invests in shares of large cap companies, but may invest in companies of any size.

  • Warburg Pincus Advisor Emerging Growth Fund
    Seeks maximum capital appreciation by investing in U.S. equities of emerging-growth companies. Looks for growth characteristics such as positive earnings and potential for accelerated growth.

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Fixed Income Funds

  • Wright Total Return Bond Fund 
    Seeks income plus price appreciation by investing in liquid, high-quality corporate bonds, U.S. Government and other debt securities that in the Advisors’ judgment produces the best total return.

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International Stock Fund

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Balanced Fund

  • Wright Asset Allocation –Trust Managed Growth with Income
    A balanced fund investing its assets in various Wright managed equity and income funds. Wright allocates the assets based on a fundamental analysis of the economy in the U.S. and foreign countries over the long-term. The fund expects to have an asset mix of approximately 65% equity (10% in international equity) and 35% fixed income.

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Money Market Fund

  • Federated Prime Cash Series
    To provide as high a rate of current income as possible with capital preservation and maintenance of liquidity.

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