Wesmark Balanced Fund Quote
| WMBLX Fund | USD 14.55 0.02 0.14% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Wesmark Balanced is trading at 14.55 as of the 28th of November 2024; that is 0.14 percent increase since the beginning of the trading day. The fund's open price was 14.53. Wesmark Balanced has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Wesmark Balanced Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of June 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments. The Adviser first determines the percentage of the funds portfolio to invest in equity securities, the percentage to invest in fixed-income securities and the percentage to invest in money market investments. More on Wesmark Balanced Fund
Moving together with Wesmark Mutual Fund
Wesmark Mutual Fund Highlights
| Fund Concentration | WesMark Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, WesMark (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | December |
Wesmark Balanced Fund [WMBLX] is traded in USA and was established 28th of November 2024. Wesmark Balanced is listed under WesMark category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of WesMark family. This fund at this time has accumulated 98.86 M in net assets with minimum initial investment of 1 K. Wesmark Balanced is currently producing year-to-date (YTD) return of 12.53% with the current yeild of 0.02%, while the total return for the last 3 years was 4.18%.
Check Wesmark Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wesmark Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wesmark Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wesmark Balanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wesmark Balanced Fund Mutual Fund Constituents
| CB | Chubb | Stock | Financials | |
| MO | Altria Group | Stock | Consumer Staples | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| TGT | Target | Stock | Consumer Staples | |
| TFC | Truist Financial Corp | Stock | Financials | |
| PFE | Pfizer Inc | Stock | Health Care |
Wesmark Balanced Risk Profiles
| Mean Deviation | 0.3346 | |||
| Semi Deviation | 0.3206 | |||
| Standard Deviation | 0.4219 | |||
| Variance | 0.178 |
Wesmark Balanced Against Markets
Other Information on Investing in Wesmark Mutual Fund
Wesmark Balanced financial ratios help investors to determine whether Wesmark Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wesmark with respect to the benefits of owning Wesmark Balanced security.
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