WesMark Funds

setup new user ID >>
establish new account >>
edelivery documents >>

Recent Information

Holdings subject to change.

WesMark Growth Fund


Selected Data as of June 30, 2010
Portfolio Assets
$219.62 million
Inception Date
4/14/97
Ticker Symbol
WMKGX
CUSIP
951025204
Number of Stocks
66
Average Market Capitalization
43.33 billion
Average Price/Earnings Ratio
17.64
   
Investment objective
WesMark Growth Fund is designed 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 and value 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.

 

 
JEROME B. SCHMITT
Portfolio Manager Update

The Portfolio Manager Update is a new addition to the WesMark web site. The fund manager's comments are coming soon.


.

 
 

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.