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WMBLX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

WesMark Balanced (WMBLX) Ownership - Who owns WesMark Balanced?

#MovingAverage#Momentum#MACD#Pattern#RSI#Stochastic#Aroon#Bollinger

Profile

Category
Moderate Allocation
Address
WesMark Funds5800 Corporate DrivePittsburgh
Phone
N/A
Web
www.wesmarkfunds.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
N/A
Min. Initial Investment
1000.00
Fund Existence
over 26 years
Turnover
24.00
Front Load
N/A
Net Assets
91940280.00
Manager Tenure
N/A

Fundamentals

WMBLX
Net Assets
91.9M
Fund Existence
over 26 years
Turnover
24.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
30.8M
Average Credit Quality
N/A
Average Effective Duration
4.80
Average Effective Maturity
6.20
Fund of Funds
No
Fund Share Class Net Assets
91.9M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
4.99
No Load Fund
No
Number of Long Holdings
127.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
2.799
Annual Yield % from dividends
1.93
Returns for 1 year
3.67
Returns for 3 years
-2.92
Returns for 5 years
8.87
Returns for 10 years
21.70
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
WesMark Funds5800 Corporate DrivePittsburgh
Phone
N/A
Web
www.wesmarkfunds.com