- What does WMKTX invest in?
- The fund aims to achieve its investment objectives by implementing a dynamic and adaptable tactical allocation strategy. Its primary focus is on a diversified portfolio of equity and fixed income instruments, with the flexibility to also allocate capital to commodity-linked assets. Regarding its equity holdings, the fund can invest broadly across companies of all sizes—large-cap, small-cap, and mid-cap—and extend its reach to international stock markets, including those in emerging economies. For its fixed income exposure, the fund possesses wide latitude to invest in securities originating from domestic or foreign issuers, encompassing both corporate and governmental bonds, across the full spectrum of credit quality and maturity periods.
- What is the expense ratio of WMKTX?
- WesMark Tactical Opportunity Fund (WMKTX) charges an expense ratio of 1.63%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is WMKTX?
- WesMark Tactical Opportunity Fund (WMKTX) manages $51.5M 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 WMKTX actively managed or an index fund?
- WMKTX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was WMKTX launched?
- WesMark Tactical Opportunity Fund (WMKTX) launched in March 2017 and is managed by the fund issuer.
- How has WMKTX performed?
- WMKTX'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.
