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Morningstar

WesMark Large Company Fund WMKGX

Morningstar Medalist Rating
Medalist Rating as of | See WesMark Investment Hub
  • NAV / 1-Day Return 22.53  /  −0.53 %
  • Total Assets 321.8 Mil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.120%
  • 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 0.32%
  • Turnover 24%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:21 PM GMT+0

Morningstar’s Analysis WMKGX

Will WMKGX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WMKGX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

Weakness in WesMark Large Company Fund's People and Process 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WMKGX

More WMKGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.40 21.7 Mil
Technology

Amazon.com Inc

6.18 20.9 Mil
Consumer Cyclical

Apple Inc

6.17 20.9 Mil
Technology

Alphabet Inc Class A

4.60 15.6 Mil
Communication Services

Mastercard Inc Class A

3.65 12.4 Mil
Financial Services

Broadcom Inc

3.54 12.0 Mil
Technology

UnitedHealth Group Inc

2.71 9.2 Mil
Healthcare

Salesforce Inc

2.50 8.5 Mil
Technology

Meta Platforms Inc Class A

2.44 8.3 Mil
Communication Services

Abbott Laboratories

2.40 8.1 Mil
Healthcare