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WMKGX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$22.88
Change
-$0.83 (-3.50%)
Net Assets
319.73M

WMKGX WesMark Large Company Fund Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Salesforce (NYSE:CRM), Abbott Laboratories (NYSE:ABT).

Industry description

The investment seeks capital appreciation. The fund pursues its investment objective by investing at least 80% of the value of its net assets in equity securities of large capitalization companies. Equity securities may include common stocks, preferred stocks, securities (including debt securities) that are convertible into common stocks, and ETFs and other investment companies. The fund will invest primarily in securities issued by domestic companies. It may purchase ETFs or other investment companies in order to achieve exposure to a specific market sector, to achieve exposure to foreign markets or for other reasons consistent with its investment strategy.

Market Cap

The average market capitalization across the WesMark Large Company Fund MF is 1.39T. The market cap for tickers in the group ranges from 194.5B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ABT at 194.5B.

Volume

The average weekly volume growth across all stocks in the WesMark Large Company Fund MF was 57%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was -7%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 65
P/E Growth Rating: 51
Price Growth Rating: 21
SMR Rating: 42
Profit Risk Rating: 17
Seasonality Score: 3 (-100 ... +100)
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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
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WMKGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WMKGX has been closely correlated with RGEBX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if WMKGX jumps, then RGEBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WMKGX
1D Price
Change %
WMKGX100%
N/A
RGEBX - WMKGX
95%
Closely correlated
-0.48%
RGAHX - WMKGX
95%
Closely correlated
-0.49%
FFAFX - WMKGX
95%
Closely correlated
-0.49%
GAFFX - WMKGX
95%
Closely correlated
-0.49%
FAFGX - WMKGX
95%
Closely correlated
-0.49%
More