WMBLX Mutual Fund (WesMark Balanced Fund) is managed by WesMark Funds with $103.2M in net assets. WMBLX expense ratio is 1.30%, holding 127 positions across sectors including Financials, Information Technology, Other. Inception date: 1998-04-20.

WMBLX performance shows a YTD return of 8.62%. The 1-year return is 17.59% and the 5-year return is 6.27%. WMBLX dividend yield stands at 7.00%, paid monthly.

WMBLX top holdings include Apple Inc (4.7%), Federated Government 2026-01-02 (3.1%), Microsoft Corp 4.100 Feb 06 37 (2.8%), CHEVRON CORP (2.8%), Caterpillar, Inc. (2.6%). View all WMBLX holdings, sector breakdown, or dividend history.

WMBLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WMBLX alternatives are available via the screener, along with tax-loss harvesting opportunities.