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WesMark Funds

WesMark is a company that sells mutual funds with $902M in assets... WesMark is a company that sells mutual funds with $902M in assets under management. The average expense ratio from all mutual funds is 1.15%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1993. The average manager tenure for all managers at WesMark is 9.0 years. The company offers investors 6 mutual funds, in terms of the number of individual fund symbols. View more View less

WesMark is a company that sells mutual funds with $902M in assets under management. The average expense ratio from all mutual funds is 1.15%. 100.00% of all the mutual funds are no load... WesMark is a company that sells mutual funds with $902M in assets under management. The average expense ratio from all mutual funds is 1.15%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1993. The average manager tenure for all managers at WesMark is 9.0 years. The company offers investors 6 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

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As of 11/29/23
WesMark Large Company Fund

WMKGX | Fund | Other

$21.98

-0.05%

$295.49 M

0.32%

$0.07

9.04%

5.89%

10.87%

9.15%

1.14%

WesMark Government Bond Fund

WMBDX | Fund | Other

$7.69

+0.65%

$171.75 M

0.34%

$0.03

-2.32%

-6.70%

-2.50%

-0.91%

1.01%

WesMark Small Company Fund

WMKSX | Fund | Other

$12.68

+0.32%

$100.13 M

0.00%

-

2.86%

5.49%

9.38%

6.91%

1.25%

WesMark Balanced Fund

WMBLX | Fund | Other

$12.86

+0.16%

$96.36 M

2.40%

$0.31

-3.07%

2.54%

4.66%

5.08%

1.25%

$9.62

+0.94%

$87.27 M

0.28%

$0.03

1.74%

-2.08%

0.08%

1.05%

1.10%

WesMark Tactical Opportunity Fund

WMKTX | Fund | Other

$10.64

+0.28%

$41.05 M

1.39%

$0.15

1.37%

1.83%

4.16%

-

1.44%

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