WMKSX : WesMark Small Company Growth Fund

WMKSX is a US Stocks Market Small Growth with HIGH fees.

WMKSX

WesMark Small Company Growth Fund

FI Score

24 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

24% FI Score
  • wmksx
  • Mutual Fund
  • US Stocks
  • Small Growth

WesMark Small Company Growth Fund

Expenses: 1.26% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks capital appreciation. The fund pursues its investment objective by investing at least 80% of the value of its net assets in equity securities of small capitalization companies. In creating a diversified portfolio of investments in small-sized companies, WesBanco Investment Department, a division of WesBanco Bank, Inc. (the Adviser), defines small companies as companies that do not exceed the market capitalizations in the Russell 2000® Index (Russell 2000), or the Standard & Poor's SmallCap 600® Index (S&P 600) at the time of purchasing a security.

Largest Holdings

Amount Holding
5.51% Teladoc Health Inc
4.58% Quanta Services Inc
3.88% Cloudera Inc
3.79% Chegg Inc
3.60% iShares Russell 2000 ETF
2.96% Hill-Rom Holdings Inc
2.86% AAON Inc
2.85% Syneos Health Inc A
2.62% LivePerson Inc
2.47% Stifel Financial Corp
2.37% Charles River Laboratories International Inc
2.36% Knowles Corp
2.24% i3 Verticals Inc
2.20% Neogen Corp
2.10% The Scotts Miracle Gro Co A
2.05% Vocera Communications Inc
2.01% Freshpet Inc
1.97% Moog Inc A
1.94% Limelight Networks Inc
1.79% Icon PLC
1.78% Sterling Bancorp
1.75% Integra Lifesciences Holdings Corp
1.71% Qualys Inc
1.64% Pure Storage Inc A
1.62% Rapid7 Inc

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