WMBLX Mutual Fund

WMBLX Mutual Fund (WesMark Balanced Fund) is managed by WesMark Funds with $100.8M in net assets. WMBLX expense ratio is 1.30%, holding 130 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1998-04-20.

WMBLX performance shows a YTD return of 9.51%. The 1-year return is 14.96% and the 5-year return is 5.89%. WMBLX dividend yield stands at 6.98%, paid monthly.

WMBLX top holdings include Apple, Inc (4.9%), Cisco Systems Inc. - Ordinary Shares (3.0%), Alphabet Inc,class A (2.9%), Jpmorgan Chase (2.8%), Microsoft Corp (2.7%). Go to all WMBLX holdings, WMBLX sectors, or WMBLX dividends.

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