Advertisement
Skip to Content

WesMark Large Company Fund WMKGX

Quantitative rating as of | See WesMark Investment Hub
  • NAV / 1-Day Return 20.18  /  1.13 %
  • Total Assets 306.8 Mil
  • Adj. Expense Ratio
    1.120%
  • 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.

Summary

|

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.

Unlock our full analysis with Morningstar Investor