WesMark Tactical Opportunity Fund (WMKTX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WMKTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WMKTX
WMKTX charges 1.43% annually. There are 45 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | WMKTX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | WMKTX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | WMKTX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | WMKTX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | WMKTX vs GPIFX |
Best Risk-Adjusted Alternatives to WMKTX
WMKTX has a PortfoliosLab risk / return rank of 67. There are 30 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 97 | — | Oct 2009 | WMKTX vs ASTIX | |
| Invesco Balanced-Risk Allocation Fund | 95 | — | Jun 2009 | WMKTX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 95 | — | Jun 2009 | WMKTX vs ABRZX | |
| RESQ Dynamic Allocation Fund | 95 | — | Dec 2013 | WMKTX vs RQEIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | WMKTX vs CRDBX |
Top Performing WMKTX Alternatives (YTD)
WMKTX is at 7.28% YTD. There are 51 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 55.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 55.72% | — | Sep 2019 | WMKTX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 37.80% | — | Dec 2016 | WMKTX vs MOJOX | |
| Teberg Fund | 29.45% | — | Mar 2002 | WMKTX vs TEBRX | |
| Invesco Balanced-Risk Allocation Fund | 21.28% | — | Jun 2009 | WMKTX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 21.20% | — | Jun 2009 | WMKTX vs ABRZX |
Lowest Volatility Alternatives to WMKTX
WMKTX has 8.47% 1-year volatility. There are 30 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.41% | — | Aug 2012 | WMKTX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.58% | — | Apr 2012 | WMKTX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.74% | — | Jul 2014 | WMKTX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.53% | — | Aug 2004 | WMKTX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.53% | — | — | WMKTX vs HFSAX |
Lowest Drawdown Alternatives to WMKTX
WMKTX has a 1-year max drawdown of -5.79%. There are 27 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | WMKTX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | WMKTX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | WMKTX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | WMKTX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | WMKTX vs HSTRX |
Other Mutual Funds from WesMark
The 5 most viewed WesMark mutual funds shown here include WMKSX, WMBLX, WMKGX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WesMark Small Company Fund | Small Cap Growth Equities | 54 | 15.68% | — | Dec 1993 | WMKTX vs WMKSX | |
| WesMark Balanced Fund | Diversified Portfolio | 91 | 9.65% | — | Apr 1998 | WMKTX vs WMBLX | |
| WesMark Large Company Fund | Large Cap Growth Equities | 74 | 14.05% | — | Apr 1997 | WMKTX vs WMKGX | |
| WesMark Government Bond Fund | Intermediate Core Bond | 17 | 0.10% | — | Apr 1998 | WMKTX vs WMBDX | |
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | 65 | 1.09% | — | Apr 1997 | WMKTX vs WMKMX |
Often Compared With WMKTX
Investors most often compare WMKTX with PDX, PASAX, PBAIX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 10 | 18.39% | — | Feb 2019 | WMKTX vs PDX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 90 | 9.23% | — | Apr 2008 | WMKTX vs PASAX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 66 | 9.80% | — | Jun 1993 | WMKTX vs PBAIX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 79 | 7.29% | — | May 2010 | WMKTX vs DRRIX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | WMKTX vs UPAAX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 89 | 12.59% | — | Apr 2018 | WMKTX vs GTAIX | |
| PIMCO All Asset Fund | Tactical Allocation | 91 | 9.42% | — | Nov 2002 | WMKTX vs PAAIX |
Compare WMKTX with Any Fund or Stock
Compare WMKTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WMKTX with funds that move differently
WesMark Tactical Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WMKTX.
Explore WMKTX Diversifiers