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  •  Dow Down 0.81% Nasdaq Down 0.62%

    WesMark Balanced (WMBLX)

    12.85 Down 0.04(0.31%) Mar 3
    Prev Close:12.85
    YTD Return*:-0.82%
    Net Assets*:102.04M
    Yield*:1.53%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for WMBLX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.627.47
    UNP2.31-0.10
    FNMA CMO 4%1.54-2.39
    M1.53-4.85
    ACE1.45-5.01

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:102.04M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:-0.82%
    5y Avg Return:9.56%
    Rank in Category (ytd):53
    % Rank in Category (ytd):5.8%
    Beta (3y):0.87
    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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