WesMark Mutual Funds List
Here you can find all mutual funds issued by WesMark and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 6
- Avg. Expense Ratio
- 1.19%
- Avg. 1 Year Return
- 20.27%
- Avg. 5 Year Return
- 5.28%
- Median Risk/Return Score
- 65 / 100
WesMark Mutual Funds List
6 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WesMark Government Bond Fund | Intermediate Core Bond | Apr 20, 1998 | 1.03% | -0.03% | -0.21% | 3.57% | 15 | ||||||||
| WesMark Balanced Fund | Diversified Portfolio | Apr 19, 1998 | 1.24% | 8.68% | 7.40% | 7.01% | 89 | ||||||||
| WesMark Large Company Fund | Large Cap Growth Equities | Apr 14, 1997 | 1.12% | 13.46% | 14.09% | 18.68% | 74 | ||||||||
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | Apr 13, 1997 | 1.10% | 0.89% | 1.20% | 2.33% | 60 | ||||||||
| WesMark Small Company Fund | Small Cap Growth Equities | Dec 31, 1993 | 1.24% | 15.00% | 13.21% | 19.92% | 52 | ||||||||
| WesMark Tactical Opportunity Fund | Tactical Allocation | Feb 28, 2017 | 1.43% | 7.04% | — | 4.03% | 70 |
Explore top WesMark Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best WesMark Mutual funds by Risk/Return Score
The top WesMark Mutual funds by PortfoliosLab Risk/Return Score are WMBLX (89) and WMKGX (74).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| WesMark Balanced Fund | 89 | — | Apr 1998 | |
| WesMark Large Company Fund | 74 | — | Apr 1997 | |
| WesMark Tactical Opportunity Fund | 70 | — | Feb 2017 | |
| WesMark West Virginia Municipal Bond Fund | 60 | — | Apr 1997 | |
| WesMark Small Company Fund | 52 | — | Dec 1993 |
Best-Performing WesMark Mutual funds Over 5 Years
The top WesMark Mutual funds is WMKGX (11.55%).
Across the lineup, WesMark Mutual funds show an average 1-year return of 20.27% and an average 5-year return of 5.28%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| WesMark Large Company Fund | 11.55% | — | Apr 1997 | |
| WesMark Small Company Fund | 10.25% | — | Dec 1993 | |
| WesMark Balanced Fund | 6.19% | — | Apr 1998 | |
| WesMark Tactical Opportunity Fund | 5.24% | — | Feb 2017 | |
| WesMark West Virginia Municipal Bond Fund | 0.35% | — | Apr 1997 |
Lowest-Cost WesMark Mutual funds
The top WesMark Mutual funds is WMBDX (1.03%).
With an average expense ratio of 1.19%, WesMark Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| WesMark Government Bond Fund | 1.03% | — | Apr 1998 | |
| WesMark West Virginia Municipal Bond Fund | 1.10% | — | Apr 1997 | |
| WesMark Large Company Fund | 1.12% | — | Apr 1997 | |
| WesMark Balanced Fund | 1.24% | — | Apr 1998 | |
| WesMark Small Company Fund | 1.24% | — | Dec 1993 |
Highest-Yield WesMark Mutual funds
The top WesMark Mutual funds is WMKSX (19.92%).
Across the lineup, WesMark Mutual funds show an average dividend yield of 9.26%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| WesMark Small Company Fund | 19.92% | — | Dec 1993 | |
| WesMark Large Company Fund | 18.68% | — | Apr 1997 | |
| WesMark Balanced Fund | 7.01% | — | Apr 1998 | |
| WesMark Tactical Opportunity Fund | 4.03% | — | Feb 2017 | |
| WesMark Government Bond Fund | 3.57% | — | Apr 1998 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
WMKSX vs. PSCZXWMKSX vs. ANOIXWMKSX vs. RYWCXWMKSX vs. CTSIXWMKSX vs. LMOIXWMBLX vs. AAAAXWMBLX vs. AVEFXWMBLX vs. BERIXWMBLX vs. STDAXWMBLX vs. PMAIXWMKGX vs. AMRGXWMKGX vs. ADXWMKGX vs. TILIXWMKGX vs. ONERXWMKGX vs. TVRIXWMKMX vs. NMIWMKMX vs. LSMSXWMKMX vs. DFSMXWMKMX vs. FHMIXWMKMX vs. APUSXWMBDX vs. CRAIXWMBDX vs. FMBPXWMBDX vs. QDVBXWMBDX vs. MCDWXWMBDX vs. TCPYXWMKTX vs. ABRYXWMKTX vs. TTIFXWMKTX vs. HFSAXWMKTX vs. PAUIXWMKTX vs. CRDBX