Advertisement
Skip to Content

WesMark Small Company Fund WMKSX

Quantitative rating as of | See WesMark Investment Hub
  • NAV / 1-Day Return 12.90  /  1.15 %
  • Total Assets 105.1 Mil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.240%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 42%

Morningstar’s Analysis WMKSX

Will WMKSX outperform in future?

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

Summary

|

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

Unlock our full analysis with Morningstar Investor