Dow Up 0.26% Nasdaq Down 1.07%

WesMark Balanced (WMBLX)

12.55 Up 0.01(0.08%) Sep 15
Prev Close:12.54
YTD Return*:6.69%
Net Assets*:99.66M
Yield*:1.44%

* As of 31-Aug-14

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

Headlines

» More Headlines for WMBLX

Top Holdings

Symbol% AssetsYTD Return %
AAPL2.3330.61
UNP2.0528.12
COP1.5816.53
PNC1.4611.63
iShares MSCI EAFE1.4417.57

Fund Basics

Morningstar Overall Rating:
Total Assets:99.66M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:6.69%
5y Avg Return:10.50%
Rank in Category (ytd):39
% Rank in Category (ytd):4.45%
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback