WMBDX Mutual Fund

WMBDX Mutual Fund (WesMark Government Bond Fund) is managed by WesMark Funds with $167.9M in net assets. WMBDX expense ratio is 1.00%, holding 102 positions across sectors including Financials, Health Care, Energy. Inception date: 1998-04-20.

WMBDX performance shows a YTD return of -0.69%. The 1-year return is 2.44% and the 5-year return is -2.18%. WMBDX dividend yield stands at 3.34%, paid monthly.

WMBDX top holdings include Government National Mortgage Association (3.0%), First Horizon Bank, 5.75%, Due 05/01/2030 (3.0%), Fr Sd8299 5 02/01/2053 (2.3%), Fr Sd8288 (2.3%), Fannie Mae Pool (2.3%). Go to all WMBDX holdings, WMBDX sectors, or WMBDX dividends.

WMBDX can be compared against other funds. Use WMBDX overlap to find shared positions, or WMBDX vs another fund for a side-by-side view. WMBDX alternatives are available via the screener, along with tax-loss harvesting opportunities.