WesMark Balanced
5800 Corporate Drive Pittsburgh PA 15237-7010
Map
Phone: 800-864-1013
| Category: | Moderate Allocation | | Fund Family: | WesMark | | Net Assets: | 49.59M | | Year-to-Date Return: | 13.49% | | Yield: | 1.73% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Mar-98 |
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David B. Ellwood
Lead Manager since
24-Mar-98 | | | Ellwood is a portfolio manager with WesBanco, his employer since 1982. He has been an assistant vice president and senior investment officer with the firm since May 1996. He served as senior vice president -- Investments since May 2000. Ellwood has earned his Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation and income. The fund invests in a mix of equity, fixed-income and money market investments. The percentage ranges of securities in each asset class are: equity securities 30-70%; fixed-income securities 30-70%; and money market investments 0-40%. The fund may purchase shares of ETFs. |
| Last Dividend
(23-Oct-09):
| 0.01 | | Last Cap Gain
(25-Mar-08):
| 0.28 | | Annual Holdings Turnover
| 52.00% | | Average for Category:
| 81.32% |
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| Expense | WMBLX | Category
Avg | | Total Expense Ratio: | 1.55%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 490 | $631 | | 5 Yr Expense Projection*: |
$ 845 | $951 | | 10 Yr Expense Projection*: |
$ 1,845 | $1,858 |
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1.00% Nasdaq 0.00%
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