WesMark Funds

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Recent Information

Holdings subject to change.

WesMark Small Company Growth Fund


Selected Data as of June 30, 2010
Portfolio Assets
$56.08 million
Inception Date
12/31/93
Ticker Symbol
WMKSX
CUSIP
951025501
Number of Stocks
66
Average Market Capitalization
1.70 billion
Average Price/Earnings Ratio
26.03
   
Investment objective
WesMark Small Company Growth Fund is designed 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 happening.
 
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.

 

 
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.


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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.