WesMark Large Company Fund holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
WesMark Large Company Fund WMKGX
- NAV / 1-Day Return 24.54 / −1.13 %
- Total Assets 371.6M
-
Adj. Expense Ratio
1.140%
- Expense Ratio 1.140%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.04%
- Turnover 25%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:37 AM GMT+0
Morningstar’s Analysis WMKGX
Will WMKGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the WMKGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of WMKGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 44.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 7.13 | 22M | Technology |
Alphabet Inc Class A | 6.26 | 20M | Communication Services |
Microsoft Corp | 6.12 | 19M | Technology |
NVIDIA Corp | 5.56 | 17M | Technology |
Amazon.com Inc | 4.95 | 15M | Consumer Cyclical |
Meta Platforms Inc Class A | 3.73 | 12M | Communication Services |
RTX Corp | 2.97 | 9M | Industrials |
Broadcom Inc | 2.93 | 9M | Technology |
JPMorgan Chase & Co | 2.66 | 8M | Financial Services |
Tesla Inc | 2.37 | 7M | Consumer Cyclical |
United States