WesMark West Virginia Municipal Bond Fund (WMKMX) Alternatives
WesMark West Virginia Municipal Bond Fund (WMKMX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WMKMX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to WMKMX
WMKMX charges 1.10% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among WMKMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | WMKMX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | WMKMX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | WMKMX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | WMKMX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | WMKMX vs FMBIX |
Best Risk-Adjusted Alternatives to WMKMX
Among mutual funds in the Municipal Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | WMKMX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | WMKMX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | WMKMX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | WMKMX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | WMKMX vs USMTX |
Top Performing WMKMX Alternatives (YTD)
WMKMX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | WMKMX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | WMKMX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | WMKMX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | WMKMX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | WMKMX vs NQP |
Lowest Volatility Alternatives to WMKMX
WMKMX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | WMKMX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | WMKMX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | WMKMX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | WMKMX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | WMKMX vs BATVX |
Lowest Drawdown Alternatives to WMKMX
WMKMX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | WMKMX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | WMKMX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | WMKMX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | WMKMX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | WMKMX vs FHMIX |
Other Mutual Funds from WesMark
Most popular WesMark mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WesMark Small Company Fund | Small Cap Growth Equities | 66 | 0.27% | Dec 31, 1993 | WMKMX vs WMKSX | |
| WesMark Large Company Fund | Large Cap Growth Equities | 33 | -9.29% | Apr 14, 1997 | WMKMX vs WMKGX | |
| WesMark Balanced Fund | Diversified Portfolio | 58 | -0.46% | Apr 19, 1998 | WMKMX vs WMBLX | |
| WesMark Government Bond Fund | Intermediate Core Bond | 35 | -0.55% | Apr 20, 1998 | WMKMX vs WMBDX | |
| WesMark Tactical Opportunity Fund | Tactical Allocation | 67 | -0.47% | Feb 28, 2017 | WMKMX vs WMKTX |
Compare WMKMX with Any Fund or Stock
Compare WMKMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.