WMBLX : WesMark Balanced Fund

WMBLX is a Allocation Market All-In-One with HIGH fees.

WMBLX

WesMark Balanced Fund

FI Score

21 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

21% FI Score
  • wmblx
  • Mutual Fund
  • Allocation
  • All-In-One

WesMark Balanced Fund

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks capital appreciation and income. The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments. The Adviser first determines the percentage of the fund's portfolio to invest in equity securities, the percentage to invest in fixed-income securities and the percentage to invest in money market investments. The percentage ranges of securities in each asset class are: equity securities 30-70%; fixed-income securities 30-70%; and money market investments 0-40%.

Largest Holdings

Amount Holding
4.54% Apple Inc
2.79% AbbVie Inc
2.34% Cisco Systems Inc
2.05% Texas Instruments Inc
2.01% Pfizer Inc
1.98% Amgen Inc
1.97% Merck & Co Inc
1.97% PepsiCo Inc
1.89% eBay Inc. 2.64%
1.87% Government National Mortgage Association 3.5%
1.86% Walmart Inc
1.85% Digital Realty Trust Inc
1.85% Medtronic PLC
1.84% Conagra Brands Inc
1.83% CVS Health Corp
1.78% Eli Lilly and Co
1.65% MStanley Cap I Tr 3.81%
1.61% Intel Corp
1.50% Dow Inc
1.49% Kinder Morgan Inc Class P
1.43% Target Corp
1.42% Chevron Corp
1.40% Federal National Mortgage Association 4%
1.36% Federal Home Loan Mortgage Corporation 3.5%
1.35% General Mills Inc

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