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Morningstar

WesMark Small Company Fund WMKSX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

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.

Summary

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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.

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