Wesmark Growth Fund Quote
| WMKGX Fund | USD 26.73 0.14 0.52% |
Performance15 of 100
| Odds Of DistressLess than 18
|
Wesmark Growth is trading at 26.73 as of the 11th of December 2024; that is 0.52 percent decrease since the beginning of the trading day. The fund's open price was 26.87. Wesmark Growth has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 11th of November 2024 and ending today, the 11th of December 2024. Click here to learn more.
The fund pursues its investment objective by investing at least 80 percent of the value of its net assets in equity securities of large capitalization companies. Equity securities may include common stocks, preferred stocks, securities that are convertible into common stocks, and ETFs and other investment companies. More on Wesmark Growth Fund
Moving together with Wesmark Mutual Fund
| 0.68 | WMBLX | Wesmark Balanced | PairCorr |
| 0.79 | WMKTX | Wesmark Tactical Opp | PairCorr |
| 0.88 | WMKSX | Wesmark Small Pany | PairCorr |
Moving against Wesmark Mutual Fund
Wesmark Mutual Fund Highlights
| Fund Concentration | WesMark Funds, Large Blend Funds, Large Blend, WesMark (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | December |
Wesmark Growth Fund [WMKGX] is traded in USA and was established 11th of December 2024. Wesmark Growth is listed under WesMark category by Fama And French industry classification. The fund is listed under Large Blend category and is part of WesMark family. This fund at this time has accumulated 311.96 M in net assets with minimum initial investment of 1 K. Wesmark Growth is currently producing year-to-date (YTD) return of 24.34% with the current yeild of 0.0%, while the total return for the last 3 years was 7.4%.
Check Wesmark Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wesmark Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wesmark Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wesmark Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wesmark Growth Fund Mutual Fund Constituents
| ZTS | Zoetis Inc | Stock | Health Care | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| ANET | Arista Networks | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| AAPL | Apple Inc | Stock | Information Technology | |
| WFC | Wells Fargo | Stock | Financials | |
| VOO | Vanguard SP 500 | Etf | Large Blend | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Wesmark Growth Risk Profiles
| Mean Deviation | 0.4895 | |||
| Semi Deviation | 0.4665 | |||
| Standard Deviation | 0.6954 | |||
| Variance | 0.4836 |
Wesmark Growth Against Markets
Other Information on Investing in Wesmark Mutual Fund
Wesmark Growth 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 Growth security.
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