WesMark Funds

WesMark Small Company Growth Fund


Selected Data as of March 31, 2017
Portfolio Assets
$97.15 Million
Inception Date
12/31/93
Ticker Symbol
WMKSX
CUSIP
951025501
Number of Stocks
66
Average Market Capitalization
$4.2 Billion
Average Price/Earnings Ratio
20.65
   
Investment Objective
WesMark Small Company Growth Fund seeks to achieve capital appreciation. It invests in equity securities of small-capitalization companies with prospects for above-average earnings growth potential or those where significant changes – such as new products or services – are taking place.
 
Portfolio Management Strategy
  • Fund seeks to provide growth of investors' capital through an actively managed portfolio composed primarily of small companies' stocks;

  • Invest in a combination of rapidly growing companies in high-growth sectors offering sustainable competitive advantages;

  • Identify companies where significant changes are taking place such as new products, services, or distribution methods, or overall business restructuring.

Risks
Small company stocks generally are less liquid and subject to greater price volatility than large-capitalization stocks. Investment in mutual funds involves risk, including possible loss of the principal amount invested.

 

 
SCOTT LOVE
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.