Dow Up 0.09% Nasdaq Down 0.02%

WesMark Balanced (WMBLX)

12.67 Up 0.02(0.16%) Aug 27
Prev Close:12.65
YTD Return*:4.02%
Net Assets*:96.51M
Yield*:1.49%

* As of 31-Jul-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
AAPL2.3321.07
UNP2.0517.64
COP1.5817.21
PNC1.467.51
iShares MSCI EAFE1.449.46

Fund Basics

Morningstar Overall Rating:
Total Assets:96.51M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:4.02%
5y Avg Return:10.24%
Rank in Category (ytd):42
% Rank in Category (ytd):4.81%
Beta (3y):0.84
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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