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  •  Dow Up 0.67% Nasdaq Up 1.47%

    WesMark Balanced (WMBLX)

    12.67 Down 0.07(0.55%) May 26
    Prev Close:12.67
    YTD Return*:1.15%
    Net Assets*:104.80M
    Yield*:1.51%

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for WMBLX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.97N/A
    UNP2.11N/A
    FNMA CMO 4%1.52N/A
    M1.52N/A
    MCK1.50N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:104.8M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.22%

    Performance & Risk

    YTD Return:1.15%
    5y Avg Return:8.56%
    Rank in Category (ytd):92
    % Rank in Category (ytd):9.6%
    Beta (3y):0.88
    Morningstar Risk Rating:2

    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%. The fund may purchase ETFs, or other investment companies. View More
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