Nasdaq - Delayed Quote USD
WesMark Tactical Opportunity (WMKTX)
11.34
+0.01
+(0.09%)
At close: 8:02:21 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
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- CommonWealth NTF
- Commonwealth Universe
- Ameritas NTFN
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
Fund Summary
The fund pursues its investment objective by utilizing a tactical allocation strategy. It primarily invests in a mix of equity and fixed income securities and may also invest in commodity related investments. With respect to its investment in equity securities, the fund may invest in large cap stocks, small- and mid-cap stocks and international equity securities (including emerging market equity securities). With respect to its investment in fixed income securities, the fund may invest in domestic or foreign securities, corporate or sovereign, and of any quality or duration.
Fund Overview
| Category | Tactical Allocation |
| Fund Family | WesMark |
| Net Assets | 46.14M |
| YTD Return | 1.68% |
| Yield | 1.16% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2017 |
Performance & Risk
| YTD Return | -1.96% |
| 5y Average Return | 7.02% |
| Rank in Category (ytd) | 19 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.81 |
| Morningstar Risk Rating |
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