Morningstar

WesMark Tactical Opportunity Fund WMKTX

Morningstar Medalist Rating
Medalist Rating as of | See WesMark Investment Hub
  • NAV / 1-Day Return 13.38  /  +0.15 %
  • Total Assets 50.6M
  • Adj. Expense Ratio
    1.570%
  • Expense Ratio 1.450%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 0.48%
  • Turnover 41%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:25 AM GMT+0

Morningstar’s Analysis WMKTX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WesMark Tactical Opportunity 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WMKTX

More WMKTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core US Aggregate Bond ETF

14.24 7M
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

14.15 7M
—

Vanguard Morn Mega Cap Value ETF

8.81 5M
—

iShares MSCI ACWI ex US ETF

8.05 4M
—

iShares Russell 2000 ETF

6.61 3M
—

iShares Blmbrg Roll Sel Cmdty Strart ETF

6.38 3M
—

SPDR® Gold Shares

6.30 3M
—

Vanguard Short-Term Corporate Bond ETF

5.16 3M
—

iShares Core S&P Small-Cap ETF

4.80 3M
—

Invesco S&P 500® Equal Weight ETF

4.45 2M
—

Sponsor Center