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 Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | WMKTX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | WMKTX vs GIPIX | |
| 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 55. There are 36 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | WMKTX vs ASTIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | WMKTX vs CRDBX | |
| Teberg Fund | 92 | — | Mar 2002 | WMKTX vs TEBRX | |
| Donoghue Forlines Tactical Allocation Fund | 92 | — | Apr 2018 | WMKTX vs GTAIX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | WMKTX vs MOJOX |
Top Performing WMKTX Alternatives (YTD)
WMKTX is at 6.03% YTD. There are 54 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 52.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 52.24% | — | Sep 2019 | WMKTX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 43.41% | — | Dec 2016 | WMKTX vs MOJOX | |
| Teberg Fund | 32.96% | — | Mar 2002 | WMKTX vs TEBRX | |
| Quantified STF Fund | 25.73% | — | Nov 2015 | WMKTX vs QSTFX | |
| Quantified Market Leaders Fund | 21.38% | — | Aug 2013 | WMKTX vs QMLFX |
Lowest Volatility Alternatives to WMKTX
WMKTX has 8.97% 1-year volatility. There are 29 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | WMKTX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.68% | — | Apr 2012 | WMKTX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | WMKTX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.74% | — | Aug 2004 | WMKTX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.75% | — | — | 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 | 69 | 20.89% | — | Dec 1993 | WMKTX vs WMKSX | |
| WesMark Balanced Fund | Diversified Portfolio | 88 | 9.03% | — | Apr 1998 | WMKTX vs WMBLX | |
| WesMark Large Company Fund | Large Cap Growth Equities | 64 | 11.60% | — | Apr 1997 | WMKTX vs WMKGX | |
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | 64 | 1.09% | — | Apr 1997 | WMKTX vs WMKMX | |
| WesMark Government Bond Fund | Intermediate Core Bond | 14 | -0.15% | — | Apr 1998 | WMKTX vs WMBDX |
Often Compared With WMKTX
Investors most often compare WMKTX with ABRYX, PDX, PASAX. These 9 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Balanced-Risk Allocation Fund | Tactical Allocation | 89 | 17.84% | — | Jun 2009 | WMKTX vs ABRYX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 5 | 15.50% | — | Feb 2019 | WMKTX vs PDX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 88 | 8.43% | — | Apr 2008 | WMKTX vs PASAX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 81 | 9.80% | — | Jun 1993 | WMKTX vs PBAIX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 76 | 6.21% | — | May 2010 | WMKTX vs DRRIX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | WMKTX vs UPAAX | |
| Invesco Balanced-Risk Allocation Fund Class A | Tactical Allocation | 88 | 17.65% | — | Jun 2009 | WMKTX vs ABRZX | |
| RESQ Dynamic Allocation Fund | Tactical Allocation | 91 | 8.93% | — | Dec 2013 | WMKTX vs RQEIX | |
| PIMCO All Asset Fund | Tactical Allocation | 89 | 8.69% | — | 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