WMBLX Mutual Fund

WMBLX Mutual Fund (WesMark Balanced Fund) is managed by WesMark Funds with $103.6M in net assets. WMBLX expense ratio is 1.30%, holding 127 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1998-04-20.

WMBLX performance shows a YTD return of 8.57%. The 1-year return is 17.02% and the 5-year return is 6.03%. WMBLX dividend yield stands at 7.03%, paid monthly.

WMBLX top holdings include Apple, Inc (4.9%), Cisco Systems Inc. - Ordinary Shares (3.0%), Alphabet Inc.Class A (2.9%), Jpmorgan Chase (2.8%), Microsoft Corp 4.100 Feb 06 37 (2.7%). Go to all WMBLX holdings, WMBLX sectors, or WMBLX dividends.

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