Weakness in WesMark Large Company Fund's Process and People 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-highest quintile among peers.
- NAV / 1-Day Return 20.18 / 1.13 %
- Total Assets 306.8 Mil
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Adj. Expense Ratio
- Expense Ratio 1.120%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.32%
- Turnover 14%
Morningstar’s Analysis WMKGX
Will WMKGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.