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

Similar Funds

We found 748 Allocation All-In-One funds. Here they are ordered by FI Score.

Compare WMBLX vs FBMCX

42% FI Score
  • fbmcx
  • Mutual Fund
  • Allocation
  • All-In-One

Franklin Managed Income Fund Class C

Expenses: 1.69% (Better than 0% of similar funds)

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

Compare WMBLX vs HAFIX

42% FI Score
  • hafix
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford AARP Balanced Retirement Fund Class I

Expenses: 0.61% (Better than 1% of similar funds)

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

Compare WMBLX vs VTAIX

42% FI Score
  • vtaix
  • Mutual Fund
  • Allocation
  • All-In-One

Virtus Tactical Allocation Fund Class I

Expenses: 0.88% (Better than 1% of similar funds)

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

Compare WMBLX vs HCKCX

42% FI Score
  • hckcx
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford Checks and Balances Fund Class C

Expenses: 1.16% (Better than 0% of similar funds)

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

Compare WMBLX vs DIFCX

42% FI Score
  • difcx
  • Mutual Fund
  • Allocation
  • All-In-One

MFS Diversified Income Fund Class C

Expenses: 1.72% (Better than 0% of similar funds)

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

Compare WMBLX vs PWTYX

41% FI Score
  • pwtyx
  • Mutual Fund
  • Allocation
  • All-In-One

UBS U.S. Allocation Fund Class P

Expenses: 0.71% (Better than 1% of similar funds)

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

Compare WMBLX vs MBAIX

41% FI Score
  • mbaix
  • Mutual Fund
  • Allocation
  • All-In-One

MainStay Balanced Fund Class I

Expenses: 0.87% (Better than 1% of similar funds)

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

Compare WMBLX vs IMLLX

41% FI Score
  • imllx
  • Mutual Fund
  • Allocation
  • All-In-One

Transamerica Asset Allocation Moderate Growth Portfolio Class C

Expenses: 1.28% (Better than 0% of similar funds)

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

Compare WMBLX vs MGAFX

41% FI Score
  • mgafx
  • Mutual Fund
  • Allocation
  • All-In-One

Praxis Genesis Growth Portfolio Class A

Expenses: 0.58% (Better than 1% of similar funds)

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

Compare WMBLX vs ACCIX

41% FI Score
  • accix
  • Mutual Fund
  • Allocation
  • All-In-One

American Century Strategic Allocation: Conservative Fund I Class

Expenses: 0.80% (Better than 1% of similar funds)

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

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo