Ad is loading...
MENU
WMBLX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

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

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
99159700.00
Manager Tenure
N/A

Fundamentals

WMBLX
Net Assets
99.2M
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
99.2M
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
9.860
Annual Yield % from dividends
1.93
Returns for 1 year
13.49
Returns for 3 years
-1.22
Returns for 5 years
13.15
Returns for 10 years
29.98
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

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