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WMKGX
Mutual Fund ticker: NASDAQ
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WesMark Large Company Fund (WMKGX) Ownership - Who owns WesMark Large Company Fund?

The investment seeks capital appreciation... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
WesMark Funds5800 Corporate DrivePittsburgh
Phone
N/A
Web
www.wesmarkfunds.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
1.16
Min. Initial Investment
1000.00
Fund Existence
over 28 years
Turnover
16.00
Front Load
N/A
Net Assets
337451840.00
Manager Tenure
N/A

Fundamentals

WMKGX
Net Assets
337M
Fund Existence
over 28 years
Turnover
16.00
Total Expense Ratio
1.16
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.16
Assets in Top Ten Holdings
138M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
339M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
56.00
Number of Net Holdings
56.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
42.82%
Gain YTD
4.618
Annual Yield % from dividends
0.10
Returns for 1 year
4.64
Returns for 3 years
4.40
Returns for 5 years
10.19
Returns for 10 years
26.77
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category LargeBlend

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