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WMKSX WesMark Small Company Fund Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Pure Storage (NYSE:PSTG), Elanco Animal Health (NYSE:ELAN).

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 small capitalization companies. In creating a diversified portfolio of investments in small-sized companies, WesBanco Investment Department, a division of WesBanco Bank, Inc. (the Adviser), defines small companies as companies that do not exceed the market capitalizations of the Russell 2000® Index (Russell 2000), or the Standard & Poor's SmallCap 600® Index (S&P 600) at the time of purchasing a security.

Market Cap

The average market capitalization across the WesMark Small Company Fund MF is 12.43B. The market cap for tickers in the group ranges from 2.51B to 48.31B. PWR holds the highest valuation in this group at 48.31B. The lowest valued company is MOG.A at 2.51B.

Volume

The average weekly volume growth across all stocks in the WesMark Small Company Fund MF was 2%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was -15%

Fundamental Analysis Ratings

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

Valuation Rating: 79
P/E Growth Rating: 49
Price Growth Rating: 39
SMR Rating: 60
Profit Risk Rating: 23
Seasonality Score: 34 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, WMKSX has been closely correlated with FSSNX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if WMKSX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WMKSX
1D Price
Change %
WMKSX100%
N/A
FSSNX - WMKSX
93%
Closely correlated
+1.47%
VSCPX - WMKSX
93%
Closely correlated
+1.19%
FTHFX - WMKSX
93%
Closely correlated
+1.19%
WCMLX - WMKSX
85%
Closely correlated
+1.13%
WCMNX - WMKSX
84%
Closely correlated
+1.14%
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