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Wesmark Balanced Fund (WMBLX)

US Funds

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14.34 +0.01 +0.07%

13/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 100.06M

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. (ISIN: US9510253035)

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Technical Chart

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Rating

1-Year Change12.22%

Prev. Close14.33

Risk Rating

TTM Yield2%

ROE34.29%

IssuerWesMark

Turnover12%

ROA10.83%

Inception Date35905

Total Assets100.06M

Expenses1.23%

Min. Investment1,000

Market Cap180.22B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	999	1095	1030	1132	1381	1773
Fund Return	-0.07%	9.46%	2.96%	4.23%	6.67%	5.89%
Place in category	571	693	716	264	381	290
% in Category	70	84	92	39	58	63

Top Equity Funds by WesMark

Name	Total Assets	YTD%	3Y%	10Y%
WesMark Growth	355.5M	15.96	4.52	10.10
WesMark Small Company Growth	145.29M	-3.64	3.42	7.67
WesMark WV Municipal Bond	89.89M	-0.46	-1.44	1.56

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	111.4B	13.30	5.24	8.16
Vanguard Wellington Admiral	100.41B	12.38	4.27	8.38
American Funds American Balanced R6	55.87B	13.59	5.57	8.49
Vanguard Balanced Index Adm	46.77B	12.51	3.69	8.16
Fidelity Advisor Balanced A	42.26B	13.59	4.45	9.16

Top Holdings

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	5.77	225.96	+0.37%
Chevron	US1667641005	3.32	160.35	+1.02%
AbbVie	US00287Y1091	3.14	169.23	-0.66%
Eli Lilly	US5324571083	3.04	795.73	-1.98%
Cisco	US17275R1023	2.98	57.86	-2.24%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Neutral	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WesMark Balanced	14.34	+0.01	+0.07%