• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.15% Nasdaq Up 0.36%

    WesMark Balanced (WMBLX)

    12.73 Up 0.02(0.16%) Dec 19
    Prev Close:12.71
    YTD Return*:7.87%
    Net Assets*:102.83M
    Yield*:1.46%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for WMBLX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.5245.33
    UNP2.2143.90
    FNMA CMO 4%1.6220.08
    M1.431.98
    COP1.4115.21

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:102.83M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:7.87%
    5y Avg Return:9.80%
    Rank in Category (ytd):36
    % Rank in Category (ytd):4.13%
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback