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WesMark Balanced (WMBLX)

12.18 Up 0.07(0.58%) Apr 16
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Prev Close:12.11
YTD Return*:1.99%
Net Assets*:91.56M
Yield*:1.54%

* As of 31-Mar-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
AAPL2.23-2.91
UNP1.9012.71
GOOG1.781.27
BMY1.60-2.41
ACE1.53-3.08

Fund Basics

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

Performance & Risk

YTD Return:1.99%
5y Avg Return:13.12%
Rank in Category (ytd):32
% Rank in Category (ytd):3.47%
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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