WMKSX Mutual Fund

WMKSX Mutual Fund (WesMark Small Company Fund) is managed by WesMark Funds with $165.5M in net assets. WMKSX expense ratio is 1.23%, holding 97 positions across sectors including Industrials, Health Care, Financials. Inception date: 1993-12-31.

WMKSX performance shows a YTD return of 11.16%. The 1-year return is 13.33% and the 5-year return is 10.06%.

WMKSX top holdings include Federated Hermes Government Obligations Fund (5.4%), Moog Inccommon Stock (2.7%), Granite Construction Inc (2.5%), Applied Industrial Technologies Inc (2.2%), First Bancorp/southern Pines Nc (2.1%). Go to all WMKSX holdings, WMKSX sectors, or WMKSX dividends.

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