Dow Down 0.09% Nasdaq Up 0.27%

WesMark Balanced (WMBLX)

12.82 Down 0.01(0.08%) Nov 25
Prev Close:12.82
YTD Return*:6.50%
Net Assets*:98.26M
Yield*:1.44%

* As of 31-Oct-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
AAPL2.5238.22
UNP2.2138.89
FNMA CMO 4%1.628.85
M1.433.89
COP1.4113.97

Fund Basics

Morningstar Overall Rating:
Total Assets:98.26M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:6.50%
5y Avg Return:10.21%
Rank in Category (ytd):33
% Rank in Category (ytd):3.79%
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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