C
WesMark Large Company Fund WMKGX
NASDAQ
Recommendation
NAV
--
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings WMKGX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Rating C
Reward Index Fair
Reward Grade C+
Risk Index Fair
Risk Grade C
Company Info WMKGX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Provider WesMark
Manager/Tenure (Years) Robert McGee (1)
Website http://www.wesmarkfunds.com
Fund Information WMKGX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Fund Name WesMark Large Company Fund
Category Large Blend
Sub-Category US Equity Large Cap Blend
Prospectus Objective Growth
Inception Date Apr 14, 1997
Open/Closed To New Investors Open
Minimum Initial Investment 1,000.00
Minimum Subsequent Investment 100.00
Front End Fee --
Back End Fee --
Dividends and Shares WMKGX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield 0.10%
Dividend WMKGX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield (Forward) 1.48%
Asset Allocation WMKGX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Cash 2.20%
Stock 97.80%
U.S. Stock 95.42%
Non-U.S. Stock 2.38%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History WMKGX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
7-Day Total Return 2.55%
30-Day Total Return 5.53%
60-Day Total Return 10.09%
90-Day Total Return 16.65%
Year to Date Total Return 3.09%
1-Year Total Return 11.44%
2-Year Total Return 36.33%
3-Year Total Return 55.18%
5-Year Total Return 85.56%
Price WMKGX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV WMKGX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Nav --
1-Month Low NAV $22.49
1-Month High NAV $23.52
52-Week Low NAV $18.79
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $27.26
52-Week High Price (Date) Dec 16, 2024
Beta / Standard Deviation WMKGX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Beta 0.98
Standard Deviation 15.81
Balance Sheet WMKGX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Total Assets 334.94M
Operating Ratios WMKGX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Expense Ratio 1.16%
Turnover Ratio 16.00%
Performance WMKGX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Last Bull Market Total Return 16.43%
Last Bear Market Total Return -15.67%