WesMark Tactical Opportunity FundWMKTX
Type
Mutual fund
Peer group
Allocation
Net assets
$50.1M
Expense ratio
1.63%
1-year return
+15.0%
3 years, a year
+9.5%
5 years, a year
+5.1%
Holdings
18
What it aims to do.
The WesMark Tactical Opportunity Fund (the ?Fund?) seeks to achieve capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| iShares Trust | 14.83% |
| iShares Trust | 12.90% |
| Vanguard World Fund | 8.66% |
| GLD Spdr Gold Trust | 7.71% |
| iShares Trust | 7.60% |
| iShares Trust | 7.50% |
| iShares U.S. ETF Trust | 7.19% |
| Vanguard Scottsdale Funds | 5.42% |
| iShares Trust | 4.21% |
| Invesco Exchange-Traded Fund Trust | 4.21% |
More on WMKTX.
- WMKTX overview
- WMKTX holdings
- WMKTX risk
- WMKTX costs
- WMKTX money in and out
- WMKTX share classes
- Compare WMKTX 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.