WMKMX : WesMark West Virginia Municipal Bond Fund

WMKMX is a Bond Market Municipal Bond with HIGH fees.

WMKMX

WesMark West Virginia Municipal Bond Fund

FI Score

24 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

24% FI Score
  • wmkmx
  • Mutual Fund
  • Bond
  • Municipal Bond

WesMark West Virginia Municipal Bond Fund

Expenses: 1.08% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

The investment seeks to achieve current income which is exempt from federal income tax and the income taxes imposed by the State of West Virginia. The fund pursues its investment objective by investing at least 80% of its net assets in a professionally managed portfolio consisting primarily of investment-grade securities issued by the State of West Virginia and its political subdivisions, agencies and authorities, and other issuers (such as possessions or territories of the United States), the interest of which is exempt from federal income tax, federal alternative minimum tax (AMT), and West Virginia income tax. It is non-diversified.

Largest Holdings

Amount Holding
3.06% PRESTON CNTY W VA BRD ED 4%
2.76% OHIO CNTY W VA BRD ED 3%
2.70% WEST VIRGINIA WTR DEV AUTH INFRASTRUCTURE REV 5%
1.94% HANCOCK CNTY W VA BRD ED 4.11%
1.80% WEST VA HIGHER ED POL COMMN REV 5%
1.80% WEST VIRGINIA ST BLDG COMMN LEASE REV 5.38%
1.56% PARKERSBURG W VA WTRWKS & SEW SYS REV 3%
1.54% WEST VIRGINIA ECONOMIC DEV AUTH LEASE REV 4%
1.50% WEST VIRGINIA ST BLDG COMMN LEASE REV 5.38%
1.49% HAMPSHIRE CNTY W VA BLDG COMMN LEASE REV 4.25%
1.42% PLUM BORO PA 4%
1.42% WEST VIRGINIA ECONOMIC DEV AUTH LEASE REV 4.75%
1.41% WEST VIRGINIA ECONOMIC DEV AUTH LEASE REV 5%
1.40% BERKELEY CNTY W VA PUB SVC SWR DIST SWR REV 4.5%
1.40% WEST VIRGINIA ST HSG DEV FD 3.7%
1.34% MORGANTOWN W VA 3.5%
1.29% MARSHALL UNIV W VA UNIV REVS 5%
1.28% WEST VIRGINIA ST WTR DEV AUTH WTR DEV REV 4%
1.22% FAIRMONT ST UNIV BRD GOVERNORS W VA REV 3%
1.16% MORGANTOWN W VA 4%
1.16% WEST VIRGINIA UNIV REVS 5.25%
1.15% WEST VIRGINIA ECONOMIC DEV AUTH LEASE REV 3.38%
1.10% WAYNE CNTY W VA BRD ED 3%
1.09% WESTERVILLE OHIO 5%
1.07% SALEM W VA SWR REV 4%

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