Morningstar

WesMark Small Company Fund WMKSX

Morningstar Medalist Rating
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Medalist Rating as of See WesMark Investment Hub
  • NAV / 1-Day Return $16.17  /  −0.74 %
  • Fund Size $164.2M
  • Adjusted Expense Ratio 1.330%
  • Net Expense Ratio 1.210%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 47%
NAV and 1-Day Return as of

Morningstar’s Analysis WMKSX

Will WMKSX 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 WMKSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WMKSX 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 WMKSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WesMark Small 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 WMKSX

More WMKSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federated Hermes Govt Obl Premier

5.40 10M
Cash and Equivalents

Moog Inc Class A

2.73 5M
Industrials

Granite Construction Inc

2.46 5M
Industrials

Applied Industrial Technologies Inc

2.18 4M
Industrials

First Bancorp

2.06 4M
Financial Services

Garrett Motion Inc Ordinary Shares - New

2.04 4M
Consumer Cyclical

Varonis Systems Inc

1.99 4M
Technology

Argan Inc

1.95 4M
Industrials

Valvoline Inc

1.86 3M
Consumer Cyclical

Powell Industries Inc

1.83 3M
Industrials

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