WMKSX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

WesMark Small Company Fund (WMKSX) Ownership - Who owns WesMark Small Company Fund?

The investment seeks capital appreciation... Show more

Category: #Small Blend

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

WMKSX

Net Assets

130M

Fund Existence

over 31 years

Turnover

48.00

Total Expense Ratio

1.23

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.23

Assets in Top Ten Holdings

33.5M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

130M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

92.00

Number of Net Holdings

92.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

24.81%

Gain YTD

-6.615

Annual Yield % from dividends

0.00

Returns for 1 year

4.35

Returns for 3 years

-3.98

Returns for 5 years

55.39

Returns for 10 years

-0.06

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Category SmallBlend

Profile

Fundamentals

Details