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WesMark Large Company Fund WMKGX

Medalist Rating as of | See WesMark Investment Hub
  • NAV / 1-Day Return 22.61  /  0.18 %
  • Total Assets 325.5 Mil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.42%
  • Turnover 34%

Morningstar’s Analysis WMKGX

Will WMKGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in WesMark Large Company Fund's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings WMKGX

  • Current Portfolio Date
  • Equity Holdings 61
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 41.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.48
23,492,703
Technology
6.17
19,390,127
Technology
5.61
17,639,170
Consumer Cyclical
4.59
14,424,389
Communication Services
3.48
10,945,100
Financial Services
3.22
10,117,690
Technology
3.11
9,781,286
Healthcare
2.81
8,837,025
Consumer Cyclical

Federated Hermes Govt Obl Premier

2.57
8,083,403
Cash and Equivalents
2.51
7,881,452
Healthcare