Wesmark Balanced Mutual Fund Money Managers
WMBLX Fund | USD 14.37 0.03 0.21% |
Break down of Wesmark Balanced's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Wesmark Balanced's future under-performance.
Wesmark |
Symbol | WMBLX |
Name | Wesmark Balanced Fund |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Wesmark Balanced Fund Leadership is currently not available.
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Wesmark Balanced Net Asset Comparison
Wesmark Balanced Fund is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 847.94 Million. Wesmark Balanced retains roughly 98.86 Million in net asset claiming about 12% of funds in Allocation--50% to 70% Equity category.
Wesmark Balanced Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Wesmark Balanced Price Series Summation is a cross summation of Wesmark Balanced price series and its benchmark/peer.
About Wesmark Balanced Management Performance
The success or failure of an entity such as Wesmark Balanced often depends on how effective the management is. Wesmark Balanced management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Wesmark management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Wesmark management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments. The Adviser first determines the percentage of the funds portfolio to invest in equity securities, the percentage to invest in fixed-income securities and the percentage to invest in money market investments. The percentage ranges of securities in each asset class are equity securities 30-70 fixed-income securities 30-70 and money market investments 0-40.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Wesmark Mutual Fund
Wesmark Balanced financial ratios help investors to determine whether Wesmark Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wesmark with respect to the benefits of owning Wesmark Balanced security.
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