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    WesMark Balanced (WMBLX)

    12.58 Down 0.02(0.16%) Apr 1
    Prev Close:12.60
    YTD Return*:1.88%
    Net Assets*:105.07M
    Yield*:1.49%

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for WMBLX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.6217.38
    UNP2.311.82
    FNMA CMO 4%1.54-2.81
    M1.53-0.44
    ACE1.452.41

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:105.07M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.22%

    Performance & Risk

    YTD Return:1.88%
    5y Avg Return:9.62%
    Rank in Category (ytd):84
    % Rank in Category (ytd):8.79%
    Beta (3y):0.88
    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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