- What does WMKSX invest in?
- This fund aims to invest primarily in equity securities of smaller companies, allocating a minimum of 80% of its net assets to such holdings. The adviser, WesBanco Investment Department (a division of WesBanco Bank, Inc.), builds a diversified portfolio by defining small companies as those whose market capitalization, at the time of investment, does not exceed that of companies found in either the Russell 2000® Index or the Standard & Poor's SmallCap 600® Index.
- What is the expense ratio of WMKSX?
- WesMark Small Company Fund (WMKSX) charges an expense ratio of 1.23%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is WMKSX?
- WesMark Small Company Fund (WMKSX) manages $186.8M 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 WMKSX actively managed or an index fund?
- WMKSX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (WMKSX's is 1.23%) because there's no security selection cost.
- When was WMKSX launched?
- WesMark Small Company Fund (WMKSX) launched in December 1993 and is managed by the fund issuer.
- How has WMKSX performed?
- WMKSX'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.
