WMKGX Mutual Fund

WMKGX Mutual Fund (WesMark Large Company Fund) is managed by WesMark Funds with $370.3M in net assets. WMKGX expense ratio is 1.16%, holding 58 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 1997-04-14.

WMKGX performance shows a YTD return of 11.96%. The 1-year return is 24.33% and the 5-year return is 10.49%. WMKGX dividend yield stands at 18.81%, paid annually.

WMKGX top holdings include Alphabet Inc,class A (6.6%), Apple, Inc (5.9%), Nvidia Corp (5.4%), Microsoft Corp (5.2%), Amazon.Com Inc (4.5%). Go to all WMKGX holdings, WMKGX sectors, or WMKGX dividends.

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