WesMark Small Company Growth
5800 Corporate Drive Pittsburgh PA 15237-7010
Map
Phone: 800-864-1013
| Category: | Small Growth | | Fund Family: | WesMark | | Net Assets: | 47.79M | | Year-to-Date Return: | 21.97% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Aug-00 |
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David B. Ellwood
Lead Manager since
08-Aug-00 | | | 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. The fund invests at least 80% of net assets plus the amount of any borrowings in investments in small capitalization companies with market capitalizations similar to companies in the Russell 2000 index or the S&P Small Cap 600 index. It typically invests in companies in market sectors that offer the highest growth potential, which historically have been telecommunication, computer hardware and software, technology, healthcare, and biotechnology. It may also purchase ETFs. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(25-Feb-09):
| 0.02 | | Annual Holdings Turnover
| 84.00% | | Average for Category:
| 132.21% |
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| Expense | WMKSX | Category
Avg | | Total Expense Ratio: | 1.55%
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 490 | $680 | | 5 Yr Expense Projection*: |
$ 845 | $1,078 | | 10 Yr Expense Projection*: |
$ 1,845 | $2,174 |
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0.18% Nasdaq 
0.42%
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