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WesMark Balanced Fund (WMBLX)

US Funds

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13.87 -0.09 -0.64%

23/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 102.13M

Type: Fund

Market: United States

Issuer: WesMark

Asset Class: Equity

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WMBLX Overview

Find basic information about the WesMark Balanced Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WMBLX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change4.26%

Prev. Close13.96

Risk Rating

TTM Yield1.69%

ROE31.96%

IssuerWesMark

Turnover6%

ROA10.61%

Inception Date35905

Total Assets102.13M

Expenses1.28%

Min. Investment1,000

Market Cap317.44B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1024	1047	1113	1279	1406	2096
Fund Return	2.43%	4.69%	11.29%	8.54%	7.05%	7.68%
Place in category	157	90	330	428	317	310
% in Category	29	17	62	90	68	84

Top Equity Funds by WesMark

Name	Total Assets	YTD%	3Y%	10Y%
WesMark Growth	329.86M	0.68	18.31	13.49
WesMark Small Company Growth	161.91M	5.62	18.22	13.27
WesMark WV Municipal Bond	89.09M	0.70	2.47	1.38

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	127.3B	2.64	15.27	10.36
Vanguard Wellington Admiral	107.93B	0.79	14.17	10.50
American Funds American Balanced R6	63.29B	2.64	15.62	10.70
Vanguard Balanced Index Adm	49.59B	1.04	13.62	9.92
Fidelity Balanced	43.04B	1.81	15.90	11.79

Top Holdings

Name	ISIN	Weight %	Last	Change %
Apple Inc	-	4.70	-	-
Microsoft Corp	-	3.32	-	-
The Goldman Sachs Group Inc	-	3.07	-	-
JPMorgan Chase & Co	-	2.78	-	-
Chevron Corp	-	2.72	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Buy	Buy
Technical Indicators	Strong Sell	BUY	Strong Buy
Summary	Strong Sell	Buy	Strong Buy

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Recent Quotes

Name	Price	Chg.	Chg. %
WesMark Balanced	13.87	-0.09	-0.64%
7402	134.00	+12.00	+9.84%
4103	84.30	0.00	0.00%