WMKGX Rating, Research - Wesmark Growth

Wesmark Growth (wmkgx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 189

Threats + Weaknesses = 109

When strengths & opportunities substantially exceed threats & weaknesses an investment in the wmkgx mutual fund has great long term potential.

Fund Management Team

Wesmark Funds

Fund Description Update

Wesmark Growth (WMKGX) Description: WMKGX is a mutual fund, which is an investment that owns a basket of assets. The WMKGX mutual fund was provided by Wesmark and this investment vehicle derives the majority of its value from equity holdings (stocks). Wesmarks mutual fund has a long management tenure and is in the average fund size classification. WMKGXs minimum initial investment amount is $1000 while the IRA minimum is $500. WMKGXs expense ratio is roughly 1%. The latest WMKGXs front end load was 0% and the back end load was 0%. The Wesmark Growth (WMKGX) mutual fund falls under the large-cap growth category. WMKGX focuses its investments in USA and WMKGX is not affiliated with a particular industry or fund sector. The Wesmark Growth (WMKGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WMKGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WMKGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests primarily in the stock of companies that it believes are undervalued compared to their perceived worth (value companies). While the fund may invest in companies of any size, it generally focuses on companies with large capitalizations. The fund may invest in foreign securities and derivatives.


Management Analysis Update


Performance Analysis Update