WesMark Tactical Opportunity Fund

Frequently Asked Questions About WMKTX

What are the top holdings of WMKTX?

A machine-readable holdings disclosure for WesMark Tactical Opportunity Fund (WMKTX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does WMKTX invest in?

WesMark Tactical Opportunity Fund (WMKTX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is WMKTX most exposed to?

WMKTX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is WMKTX a US-only fund?

The country allocation card on this page shows WMKTX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

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.