Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX), PepsiCo (NASDAQ:PEP), Cisco Systems (NASDAQ:CSCO), Caterpillar (NYSE:CAT), CVS HEALTH Corp (NYSE:CVS).
Industry description
The investment seeks capital appreciation and income.
The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments. The Adviser first determines the percentage of the fund's portfolio to invest in equity securities, the percentage to invest in fixed-income securities and the percentage to invest in money market investments. The percentage ranges of securities in each asset class are: equity securities 30-70%; fixed-income securities 30-70%; and money market investments 0-40%.
Market Cap
The average market capitalization across the WesMark Balanced MF is 534.23B. The market cap for tickers in the group ranges from 64.91B to 2.62T. AAPL holds the highest valuation in this group at 2.62T. The lowest valued company is EMR at 64.91B.
Volume
The average weekly volume growth across all stocks in the WesMark Balanced MF was 14%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was 25%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 61
P/E Growth Rating: 40
Price Growth Rating: 43
SMR Rating: 33
Profit Risk Rating: 30
Seasonality Score: 36 (-100 ... +100)