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WMKSX
Mutual Fund ticker: NASDAQ
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WesMark Small Company Fund (WMKSX) Ownership - Who owns WesMark Small Company Fund?

The investment seeks capital appreciation... Show more

Category: #Small Blend

Profile

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

Details

Group
Domestic Stock Funds
Category
Small Blend
Total Expense Ratio
1.23
Min. Initial Investment
1000.00
Fund Existence
over 31 years
Turnover
26.00
Front Load
N/A
Net Assets
139782290.00
Manager Tenure
N/A

Fundamentals

WMKSX
Net Assets
140M
Fund Existence
over 31 years
Turnover
26.00
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
No
Fund Share Class Net Assets
140M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
95.00
Number of Net Holdings
95.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
23.29%
Gain YTD
0.908
Annual Yield % from dividends
0.00
Returns for 1 year
10.20
Returns for 3 years
21.05
Returns for 5 years
31.11
Returns for 10 years
7.70
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General Information

Category SmallBlend

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