Wesmark Tactical is trading at 12.01 as of the 25th of November 2024; that is 0.59 percent increase since the beginning of the trading day. The fund's open price was 11.94. Wesmark Tactical 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 Tactical Opportunity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. Click here to learn more.
The fund pursues its investment objective by utilizing a tactical allocation strategy. It primarily invests in a mix of equity and fixed income securities and may also invest in commodity related investments. With respect to its investment in equity securities, the fund may invest in large cap stocks, small- and mid-cap stocks and international equity securities . More on Wesmark Tactical Opportunity
Wesmark Tactical Opportunity [WMKTX] is traded in USA and was established 25th of November 2024. Wesmark Tactical is listed under WesMark category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of WesMark family. This fund at this time has accumulated 42.2 M in net assets with minimum initial investment of 1 K. Wesmark Tactical Opp is currently producing year-to-date (YTD) return of 10.68% with the current yeild of 0.01%, while the total return for the last 3 years was 1.57%.
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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 Tactical Opportunity 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 Tactical Opportunity Mutual Fund Constituents
Other Information on Investing in Wesmark Mutual Fund
Wesmark Tactical 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 Tactical security.