Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
WesMark Mutual Funds
View all of WesMark’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
WesMark Mutual Funds List
1 to 6 of 6 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| WesMark Small Company Fund | WMKSX | Small Blend | 10.75% | 75 | 1.330% | Above Average | No Load | $1,000 | ||
| WesMark Tactical Opportunity Fund | WMKTX | Tactical Allocation | 5.60% | 65 | 1.570% | Above Average | No Load | $1,000 | ||
| WesMark Large Company Fund | WMKGX | Large Blend | 15.59% | 9 | 1.140% | High | No Load | $1,000 | ||
| WesMark West Virginia Municipal Bond Fund | WMKMX | Muni Single State Interm | — | −2.85% | 100 | 1.160% | High | No Load | $1,000 | |
| WesMark Balanced Fund | WMBLX | Moderate Allocation | 9.23% | 13 | 1.290% | High | No Load | $1,000 | ||
| WesMark Government Bond Fund | WMBDX | Government Mortgage-Backed Bond | — | −1.60% | 73 | 1.000% | High | No Load | $1,000 |
WesMark Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States