Nasdaq - Delayed Quote USD

WesMark Small Company Fund (WMKSX)

15.47
+0.14
+(0.91%)
At close: 8:04:33 PM EDT
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  • Previous Close 15.33
  • YTD Return -7.46%
  • Expense Ratio 1.23%
  • Category Small Blend
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 128.39M
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 26.00%
  • Last Dividend 0.04
  • Inception Date Dec 31, 1993

The fund pursues its investment objective by investing at least 80% of the value of its net assets in equity securities of small capitalization companies. In creating a diversified portfolio of investments in small-sized companies, WesBanco Investment Department, a division of WesBanco Bank, Inc. (the Adviser), defines small companies as companies that do not exceed the market capitalizations of the Russell 2000® Index (Russell 2000), or the Standard & Poor's SmallCap 600® Index (S&P 600) at the time of purchasing a security.

WesMark

Fund Family

Small Blend

Fund Category

128.39M

Net Assets

1993-12-31

Inception Date

Performance Overview: WMKSX

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Trailing returns as of 5/9/2025. Category is Small Blend.

YTD Return

WMKSX
7.46%
Category
20.19%
 

1-Year Return

WMKSX
11.31%
Category
60.18%
 

3-Year Return

WMKSX
7.10%
Category
11.32%
 

5-Year Return

WMKSX
15.75%
Category
13.88%
 

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Holdings: WMKSX

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Sector Weightings

SectorWMKSX
Industrials   19.82%
Technology   19.40%
Healthcare   15.33%
Energy   7.24%
Utilities   3.96%
Real Estate   1.20%

Recent News: WMKSX

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Research Reports: WMKSX

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