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Morningstar

WesMark Small Company Fund WMKSX

Morningstar Medalist Rating
Medalist Rating as of | See WesMark Investment Hub
  • NAV / 1-Day Return 13.43  /  −0.89 %
  • Total Assets 111.9 Mil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.26%
  • Turnover 48%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis WMKSX

Will WMKSX 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 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.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit WesMark Small Company Fund 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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WMKSX

More WMKSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Quanta Services Inc

4.57 5.4 Mil
Industrials

Stifel Financial Corp

3.84 4.5 Mil
Financial Services

Varonis Systems Inc

3.79 4.5 Mil
Technology

Moog Inc A

3.23 3.8 Mil
Industrials

Applied Industrial Technologies Inc

2.46 2.9 Mil
Industrials

AAON Inc

2.45 2.9 Mil
Industrials

Elanco Animal Health Inc

2.06 2.4 Mil
Healthcare

Pure Storage Inc Class A

2.04 2.4 Mil
Technology

Box Inc Class A

1.95 2.3 Mil
Technology

Sprouts Farmers Market Inc

1.92 2.3 Mil
Consumer Defensive