WMKGX : WesMark Growth Fund

WMKGX is a US Stocks Market Large Growth with HIGH fees.

WMKGX

WesMark Growth Fund

FI Score

33 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

33% FI Score
  • wmkgx
  • Mutual Fund
  • US Stocks
  • Large Growth

WesMark Growth Fund

Expenses: 1.14% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund pursues its investment objective primarily by selecting equity securities of growth oriented companies. Equity securities may include common stocks, preferred stocks, securities (including debt securities) that are convertible into common stocks, and exchange traded funds (ETF) and other investment companies. The fund will invest primarily in securities issued by domestic companies. It may purchase ETFs or other investment companies in order to achieve exposure to a specific market sector, to achieve exposure to foreign markets or for other reasons consistent with its investment strategy.

Largest Holdings

Amount Holding
5.59% Amazon.com Inc
4.00% SPDR® S&P 500 ETF Trust
3.77% UnitedHealth Group Inc
3.65% Apple Inc
3.60% BlackRock Inc
3.43% Salesforce.com Inc
3.01% Mastercard Inc A
2.80% Broadcom Inc
2.78% Crown Castle International Corp
2.68% Amgen Inc
2.64% Alphabet Inc A
2.41% Adobe Inc
2.40% The Home Depot Inc
2.39% Abbott Laboratories
2.38% Microsoft Corp
2.30% Roper Technologies Inc
2.25% Oracle Corp
2.21% Comcast Corp Class A
2.11% Facebook Inc A
2.10% IQVIA Holdings Inc
2.08% Mondelez International Inc Class A
2.01% The Walt Disney Co
2.00% Zoetis Inc Class A
1.95% Constellation Brands Inc A
1.95% Raytheon Co

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