WesMark Balanced FundWMBLX
Type
Mutual fund
Peer group
Allocation
Net assets
$98.1M
Expense ratio
1.29%
1-year return
+12.3%
3 years, a year
+8.7%
5 years, a year
+5.6%
Holdings
127
What it aims to do.
The WesMark Balanced Fund (the ?Fund?) seeks to achieve capital appreciation and income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AAPL Apple Inc. | 4.72% |
| Money Market Obligations Trust | 3.10% |
| MSFT Microsoft Corp. | 2.81% |
| CVX Chevron Corp. | 2.78% |
| CAT Caterpillar Inc | 2.64% |
| JPM JPMorgan Chase & Co. | 2.61% |
| GOOGL Alphabet Inc. | 2.43% |
| CSCO Cisco Systems, Inc. | 2.25% |
| ABBV AbbVie Inc. | 2.25% |
| MRK Merck & Co., Inc | 2.20% |
More on WMBLX.
- WMBLX overview
- WMBLX holdings
- WMBLX risk
- WMBLX costs
- WMBLX money in and out
- WMBLX share classes
- Compare WMBLX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.