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.
- NAV / 1-Day Return 12.90 / 1.15 %
- Total Assets 105.1 Mil
Adj. Expense Ratio
- 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.