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 46 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 69. There are 26 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 95 | — | Oct 2009 | WMKTX vs ASTIX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | WMKTX vs PAAIX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | WMKTX vs PASAX | |
| Hussman Strategic Total Return Fund | 93 | — | Sep 2002 | WMKTX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | — | Apr 2012 | WMKTX vs SIOAX |
Top Performing WMKTX Alternatives (YTD)
WMKTX is at 5.87% YTD. There are 50 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 43.03% | — | Sep 2019 | WMKTX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.48% | — | Dec 2016 | WMKTX vs MOJOX | |
| Teberg Fund | 22.02% | — | Mar 2002 | WMKTX vs TEBRX | |
| Potomac Defensive Bull Fund | 19.70% | — | Jun 2020 | WMKTX vs CRDBX | |
| PIMCO Dynamic Income Strategy Fund | 19.06% | — | Feb 2019 | WMKTX vs PDX |
Lowest Volatility Alternatives to WMKTX
WMKTX has 8.99% 1-year volatility. There are 29 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.54% | — | Aug 2012 | WMKTX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | WMKTX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.85% | — | Apr 2012 | WMKTX vs SIOAX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | WMKTX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.28% | — | Sep 2002 | WMKTX vs HSTRX |
Lowest Drawdown Alternatives to WMKTX
WMKTX has a 1-year max drawdown of -5.79%. There are 28 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 | |
| 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 | -2.54% | — | Sep 2002 | WMKTX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | WMKTX vs ASTIX |
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 | 64 | 19.04% | — | Dec 1993 | WMKTX vs WMKSX | |
| WesMark Balanced Fund | Diversified Portfolio | 89 | 9.05% | — | Apr 1998 | WMKTX vs WMBLX | |
| WesMark Large Company Fund | Large Cap Growth Equities | 60 | 12.37% | — | Apr 1997 | WMKTX vs WMKGX | |
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | 44 | -1.13% | — | Apr 1997 | WMKTX vs WMKMX | |
| WesMark Government Bond Fund | Intermediate Core Bond | 11 | -1.13% | — | Apr 1998 | WMKTX vs WMBDX |
Often Compared With WMKTX
Investors most often compare WMKTX with ABRYX, HFSAX, DRRIX. These 13 comparison targets span 1 categories, based on PortfoliosLab usage data.
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