WesMark open-end and exchange-traded products are costlier than similarly distributed funds at other highly-rated asset managers, on average in the second most expensive quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. With an average asset-weighted tenure of nine years among the longest-tenured managers at WesMark, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.
WesMark lags peer asset managers in a number of stewardship qualities, resulting in a Below Average Parent Pillar rating.