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WesMark Balanced (WMBLX)

On Feb 10: 9.12 USD  Up 0.08 (0.88%)  
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 WESMARK BALANCED FUND Delayed quote dataEdit
Net Asset Value:9.12
Trade Time:Feb 10
Change:Up 0.08 (0.88%)
Prev Close:9.12
YTD Return*:17.11%
Net Assets*:51.18M
Yield*:1.66%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for WMBLX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:3 stars
Total Assets:51.18M
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:17.11%
5y Avg Return:3.05%
Rank in Category (ytd):970
% Rank in Category (ytd):81.93%
Beta (3y):0.92
Morningstar Risk Rating:Below average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks capital appreciation and income. The fund invests in a mix of equity, fixed-income and money market investments. The percentage ranges of securities in each asset class are: equity securities 30-70%; fixed-income securities 30-70%; and money market investments 0-40%. The fund may purchase shares of ETFs.
Fund Profile


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