WMBLX Mutual Fund
NAV$14.81
AUM$103M
TER1.30%
Holdings127
WMBLX Mutual Fund
NAV$14.81
WesMark Balanced Fund
AUM$103M
TER1.30%
Holdings127
WMBLX Mutual Fund Performance
WMBLX performance across multiple time periods: 1-month 0.05%, YTD 8.62%, 1-year 17.59%, 3-year 11.12%, 5-year 6.27%, 10-year 7.57%.
WMBLX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.
WMBLX performance comparison shows side-by-side returns with another fund. WMBLX alternatives are available in the Mutual Fund Screener.