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 Dow Down 0.10% Nasdaq Up 0.23%
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WesMark Balanced (WMBLX)

12.17 Down 0.01(0.08%) Apr 17
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Prev Close:12.18
YTD Return*:1.82%
Net Assets*:91.56M
Yield*:1.55%

* As of 31-Mar-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
UNP2.0612.71
AAPL2.06-2.91
GOOCV1.7111.91
M1.5613.04
PNC1.53-2.41

Fund Basics

Morningstar Overall Rating:
Total Assets:91.56M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:1.82%
5y Avg Return:13.08%
Rank in Category (ytd):39
% Rank in Category (ytd):4.23%
Beta (3y):0.83
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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