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  •  Dow Down 1.45% Nasdaq Down 1.03%

    WesMark Balanced (WMBLX)

    12.55 Down 0.08(0.63%) Jan 30
    Prev Close:12.63
    YTD Return*:7.50%
    Net Assets*:102.36M
    Yield*:1.46%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for WMBLX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.52-0.95
    UNP2.21-0.44
    FNMA CMO 4%1.62-0.09
    M1.43-0.20
    COP1.41-0.45

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:102.36M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:7.50%
    5y Avg Return:9.26%
    Rank in Category (ytd):34
    % Rank in Category (ytd):3.93%
    Beta (3y):0.86
    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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