WesMark Funds

WesMark Growth Fund


Selected Data as of June 30, 2017
Portfolio Assets
$335.57 Million
Inception Date
4/14/97
Ticker Symbol
WMKGX
CUSIP
951025204
Number of Stocks
59
Average Market Capitalization
$152.9 Billion
Average Price/Earnings Ratio
23.12
   
Investment Objective
WesMark Growth Fund seeks to achieve capital appreciation. The Fund invests primarily in a diversified portfolio of equity securities of companies with prospects for above-average long-term growth of earnings. The majority of the stocks held in the Fund will be mid- or large-capitalization growth stocks.
 
Portfolio Management Strategy
  • Fund seeks to provide growth of investors' capital through an actively managed portfolio composed primarily of mid-cap and large-cap U.S. companies' stocks;

  • Invests in companies expected to achieve higher than average profitability ratios such as operating profit margins or return on equity;
  • Fund management relies on the portfolio team's depth of experience in stock analysis and selection, so that the portfolio emphasizes stocks earning the team's confidence.
Risks
Mid-cap stocks generally are less liquid and subject to greater price volatility than large-cap stocks. Investment in mutual funds involves risk, including possible loss of the principal amount invested.

 

 
DAVID B. ELLWOOD
Portfolio Manager

 


 

 

The WesMark Tactical Opportunity Fund is new and has limited operating history.

For more complete information, view the prospectus or contact your investment professional for a prospectus. You should consider the fund's investment objectives, risks, charges, and expenses carefully before you invest. Information about these and other important subjects is in the fund's prospectus, which you should read carefully before investing.

Mutual funds are not bank deposits or obligations, are not guaranteed by WesBanco Bank or its affiliates, and are not insured or guaranteed by the FDIC, the Federal Reserve Board, or any other government agency. Investment in mutual funds involves risk, including possible loss of the principal amount invested.

The WesMark Funds are not offered for sale in all states or jurisdictions. Shares of the WesMark Funds may not be offered or sold in any state or jurisdiction unless registered or qualified in that jurisdiction or unless an exemption from registration or qualification is available. As of January 1, 2011 shares of the WesMark Funds are not offered for sale in Alaska, Guam, Maine, Nevada, New Hampshire, Puerto Rico, South Dakota, Vermont, Virgin Islands, or Wisconsin. In addition to the jurisdictions listed above, shares of the WesMark West Virginia Municipal Bond Fund are not offered for sale in Alabama, Kansas, Massachusetts, New Mexico, Oregon, South Carolina or Wisconsin. Prospective investors should inquire as to whether shares of a particular fund are available for offer and sale in their state of residence. Call 800-864-1013 for more details. The information on this website is neither an offer to sell nor a solicitation of an offer to buy in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful in such state or jurisdiction.