Morningstar

WesMark Balanced Fund WMBLX

Medalist Rating as of Aug 31, 2026 See WesMark Investment Hub

Strategy

The investment seeks capital appreciation and income. 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%.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WMBLX	WesMark Balanced Fund	No Load	Open			Apr 20, 1998	$101.39M	1.290%	High	$1,000	−$2.85M

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