Nasdaq - Delayed Quote USD
WesMark Balanced (WMBLX)
12.34
-0.04
(-0.32%)
At close: 8:04:30 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 5
- Min Initial Investment, AIP
- 10
- Min Subsequent Investment
- 1,000
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Shareholders Services Group
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Federated TrustConnect NTF
- CommonWealth NTF
- SunGard Transaction Network
- Commonwealth Universe
- DailyAccess Corporation FRIAG
- Ameritas NTFN
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- ING Financial Advisers - SAS Funds
- Met Life Resources MFSP Alliance List
- Mid Atlantic Capital Group
- MSWM Brokerage
- DailyAccess Corporation Mid-Atlantic
- Investacorp NTF
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments. The Adviser first determines the percentage of the fund's portfolio to invest in equity securities, the percentage to invest in fixed-income securities and the percentage to invest in money market investments. The percentage ranges of securities in each asset class are: equity securities 30-70%; fixed-income securities 30-70%; and money market investments 0-40%.
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | WesMark |
| Net Assets | 94.73M |
| YTD Return | -0.28% |
| Yield | 1.86% |
| Morningstar Rating | |
| Inception Date | Apr 20, 1998 |
Performance & Risk
| YTD Return | -5.80% |
| 5y Average Return | 6.44% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.82 |
| Morningstar Risk Rating |
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