WesMark Large Company Fund

Frequently Asked Questions About WMKGX

What does WMKGX invest in?

The fund pursues its investment objective by investing at least 80% of the value of its net assets in equity securities of large capitalization companies. Equity securities may include common stocks, preferred stocks, securities (including debt securities) that are convertible into common stocks, and ETFs and other investment companies. The fund will invest primarily in securities issued by domestic companies. It may purchase ETFs or other investment companies in order to achieve exposure to a specific market sector, to achieve exposure to foreign markets or for other reasons consistent with its investment strategy.

What is the expense ratio of WMKGX?

WesMark Large Company Fund (WMKGX) charges an expense ratio of 1.14%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WMKGX?

WesMark Large Company Fund (WMKGX) manages $378.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WMKGX actively managed or an index fund?

WMKGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WMKGX launched?

WesMark Large Company Fund (WMKGX) launched in March 1997 and is managed by the fund issuer.

How has WMKGX performed?

WMKGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.