C
WesMark Large Company Fund WMKGX
NASDAQ
Recommendation
NAV
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Total Assets
Dividend Yield
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Reward
Risk
Fund Information
Fund Type
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
100
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Automatic Investment Plan, Phone Exchange, Retirement Investment
Top Holdings
C
Apple Inc
AAPL - NASDAQ
B
Microsoft Corp
MSFT - NASDAQ
C
Amazon.com Inc
AMZN - NASDAQ
C
Alphabet Inc Class A
GOOGL - NASDAQ
B
Mastercard Inc Class A
MA - NYSE
Performance
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Forward Dividend Yield
Price
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NAV
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Standard Deviation
Company Information
Provider
WesMark
Manager/Tenure
(Years)
Robert McGee (1)
Address
WesMark Funds
Pittsburgh PA -
Country
United States
Phone Number
800-861-1013
Investment Strategy
The investment seeks capital appreciation. The fund pursues its investment objective by investing at least 80% of the value of its net assets in equity securities of large capitalization companies. Equity securities may include common stocks, preferred stocks, securities (including debt securities) that are convertible into common stocks, and ETFs and other investment companies. The fund will invest primarily in securities issued by domestic companies. It may purchase ETFs or other investment companies in order to achieve exposure to a specific market sector, to achieve exposure to foreign markets or for other reasons consistent with its investment strategy.