WMBLX Mutual Fund
WMBLX Mutual Fund
NAV$14.44
AUM$103M
TER1.30%
Holdings127
See how much of WMBLX you already own
WMBLX Mutual Fund
NAV$14.44
WesMark Balanced Fund
AUM$103M
TER1.30%
Holdings127
See how much of WMBLX you already own
WMBLX Mutual Fund Sector Allocation
WMBLX sector allocation breaks down across Financials (22.3%), Information Technology (19.4%), Industrials (9.7%), Health Care (8.2%), Consumer Discretionary (6.6%). Across 127 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
WMBLX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
WMBLX by country shows geographic exposure. WMBLX overlap reveals how sector exposure compares with other funds.