• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.78% Nasdaq Down 1.13%

    WesMark Balanced (WMBLX)

    11.93 Down 0.03(0.25%) May 3
    Prev Close:11.96
    YTD Return*:2.31%
    Net Assets*:100.48M
    Yield*:1.68%

    * As of 31-Mar-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for WMBLX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.66N/A
    MCD1.88N/A
    CVX1.81N/A
    PEP1.63N/A
    Ms Cap I Tr 2015-Ubs8 CMO 3.809%1.61N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:100.48M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.22%

    Performance & Risk

    YTD Return:2.31%
    5y Avg Return:6.16%
    Rank in Category (ytd):14
    % Rank in Category (ytd):1.42%
    Beta (3y):0.91
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks capital appreciation and income. The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments. The Adviser first determines the percentage of the fund's portfolio to invest in equity securities, the percentage to invest in fixed-income securities and the percentage to invest in 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%. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback