Morningstar

WesMark Large Company Fund WMKGX

Morningstar Medalist Rating
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Medalist Rating as of See WesMark Investment Hub
  • NAV / 1-Day Return $25.51  /  −0.16 %
  • Fund Size $361.5M
  • Adjusted Expense Ratio 1.140%
  • Net Expense Ratio 1.140%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis WMKGX

Will WMKGX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings WMKGX

More WMKGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

6.75 24M
Communication Services

Apple Inc

6.09 22M
Technology

NVIDIA Corp

5.53 20M
Technology

Microsoft Corp

5.36 19M
Technology

Amazon.com Inc

4.58 16M
Consumer Cyclical

Advanced Micro Devices Inc

3.76 14M
Technology

Meta Platforms Inc Class A

3.18 11M
Communication Services

Micron Technology Inc

2.80 10M
Technology

JPMorgan Chase & Co

2.56 9M
Financial Services

Marvell Technology Inc

2.49 9M
Technology

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