WesMark Tactical Opportunity Fund (WMKTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WMKTX
WMKTX charges 1.43% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among WMKTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | WMKTX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | WMKTX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | WMKTX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | WMKTX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | WMKTX vs GPIFX |
Best Risk-Adjusted Alternatives to WMKTX
Among mutual funds in the Tactical Allocation 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 | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | WMKTX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | WMKTX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | WMKTX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | WMKTX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | WMKTX vs MOJOX |
Top Performing WMKTX Alternatives (YTD)
WMKTX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 38.56% | Sep 29, 2019 | WMKTX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | WMKTX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | WMKTX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | WMKTX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | WMKTX vs ABRZX |
Lowest Volatility Alternatives to WMKTX
WMKTX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.73% | Aug 30, 2012 | WMKTX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | WMKTX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | WMKTX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | WMKTX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | WMKTX vs SFHYX |
Lowest Drawdown Alternatives to WMKTX
WMKTX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | WMKTX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | WMKTX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | WMKTX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | WMKTX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | WMKTX vs HFSAX |
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 | WMKTX vs WMKSX | |
| WesMark Large Company Fund | Large Cap Growth Equities | 33 | -9.29% | Apr 14, 1997 | WMKTX vs WMKGX | |
| WesMark Balanced Fund | Diversified Portfolio | 58 | -0.46% | Apr 19, 1998 | WMKTX vs WMBLX | |
| WesMark Government Bond Fund | Intermediate Core Bond | 35 | -0.55% | Apr 20, 1998 | WMKTX vs WMBDX | |
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | 49 | -1.14% | Apr 13, 1997 | WMKTX vs WMKMX |
Compare WMKTX with Any Fund or Stock
Compare WMKTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.