WMBDX Mutual Fund

WMBDX Mutual Fund (WesMark Government Bond Fund) is managed by WesMark Funds with $163.2M in net assets. WMBDX expense ratio is 1.00%, holding 101 positions across sectors including Financials, Health Care, Energy. Inception date: 1998-04-20.

WMBDX performance shows a YTD return of -3.28%. The 1-year return is -2.43% and the 5-year return is -2.06%. WMBDX dividend yield stands at 3.80%, paid monthly.

WMBDX top holdings include Federated Hermes Government Obligations Fund (4.0%), First Horizon Bank 5.750 05/01/2030 (3.0%), Government National Mortgage Association (2.9%), Fr Sd8288 (2.3%), Freddie Mac 2053-02-01 (2.3%). Go to all WMBDX holdings, WMBDX sectors, or WMBDX dividends.

WMBDX can be compared against other funds. Use WMBDX overlap to find shared positions, or WMBDX vs another fund for a side-by-side view. WMBDX alternatives are available via the screener, along with tax-loss harvesting opportunities.