Wesmark Balanced Financials
| WMBLX Fund | USD 12.97 0.01 0.08% |
Wesmark |
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.
Wesmark Balanced Fund Summary
Wesmark Balanced competes with Wesmark Growth, Wesmark Government, Wesmark Small, Wesmark West, and Plumb Balanced. 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.Specialization | Allocation--50% to 70% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9510253035 |
| Business Address | WesMark Funds |
| Mutual Fund Family | WesMark |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 864 1013 |
| Currency | USD - US Dollar |
Wesmark Balanced Key Financial Ratios
Wesmark Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wesmark Balanced's current stock value. Our valuation model uses many indicators to compare Wesmark Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wesmark Balanced competition to find correlations between indicators driving Wesmark Balanced's intrinsic value. More Info.Wesmark Balanced Fund is rated second in price to earning among similar funds. It is rated second in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Wesmark Balanced Fund is roughly 6.64 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wesmark Balanced's earnings, one of the primary drivers of an investment's value.Wesmark Balanced Systematic Risk
Wesmark Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wesmark Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Wesmark Balanced correlated with the market. If Beta is less than 0 Wesmark Balanced generally moves in the opposite direction as compared to the market. If Wesmark Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wesmark Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wesmark Balanced is generally in the same direction as the market. If Beta > 1 Wesmark Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Wesmark Balanced March 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wesmark Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wesmark Balanced Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wesmark Balanced Fund based on widely used predictive technical indicators. In general, we focus on analyzing Wesmark Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wesmark Balanced's daily price indicators and compare them against related drivers.
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 7.29 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 0.8587 |
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.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges |