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WST Investment Trust - WSTCM Sector Select Risk-Managed Fund (WAMBX)

10.34
-0.04
(-0.39%)
At close: September 27 at 8:01:41 PM EDT
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  • Previous Close 10.38
  • YTD Return 0.45%
  • Expense Ratio 1.70%
  • Category Nontraditional Bond
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 133.51M
  • Beta (5Y Monthly) 0.40
  • Yield 4.49%
  • 5y Average Return --
  • Holdings Turnover 879.00%
  • Last Dividend 0.09
  • Inception Date Sep 30, 2014

The fund is a "fund of funds." The term "fund of funds" is typically used to describe mutual funds, such as the fund, whose primary investment strategy involves investing in other investment companies, such as ETFs and other mutual funds. The fund will generally invest in a combination of (i) U.S. high-yield debt securities (commonly known as "junk" bonds, and referred to herein as "High-Yield Securities") and (ii) U.S. investment grade debt securities and U.S. Treasury debt obligations.

Wilbanks Smith & Thomas

Fund Family

Nontraditional Bond

Fund Category

133.51M

Net Assets

2014-09-30

Inception Date

More about WST Investment Trust - WSTCM Sector Select Risk-Managed Fund

Performance Overview: WAMBX

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Trailing returns as of 6/14/2024. Category is Nontraditional Bond.

YTD Return

WAMBX
0.45%
Category
1.90%
 

1-Year Return

WAMBX
5.52%
Category
7.92%
 

3-Year Return

WAMBX
1.39%
Category
3.65%
 

5-Year Return

WAMBX
3.69%
Category
3.77%
 

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Holdings: WAMBX

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Sector Weightings

SectorWAMBX
Consumer Defensive   28.48%
Energy   17.43%
Technology   16.37%
Industrials   9.80%
Consumer Cyclical   7.08%
Utilities   6.03%
Financial Services   5.55%
Communication Services   4.72%
Healthcare   2.40%
Basic Materials   2.14%
Real Estate   0.00%
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Recent News: WAMBX

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Research Reports: WAMBX

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