WMKGX Mutual Fund

WMKGX Mutual Fund

NAV$25.33
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Fund Essentials - as of Jun 30, 2026

Net Assets
$372M
Expense Ratio
1.16%
Dividend Yield (Current)
-
Holdings
59
Inception Date
Apr 14, 1997
Fund Family
WesMark Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+15.85%
1 Year+21.48%
3 Year+22.57%
5 Year+11.70%
10 Year+14.71%

Asset Allocation

Stocks: 99.43%
Bonds: 0.57%
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Top Holdings

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TickerNameWeight
GOOGLAlphabet Inc6.57%
AAPLApple, Inc5.91%
NVDANvidia Corp5.38%
MSFTMicrosoft Corp5.21%
AMZNAmazon.Com Inc4.45%
Top 10 Concentration: 41.91%Report Date: Jun 30, 2026
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Dividend Summary

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Latest Distribution
$2.06
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WMKGX Mutual Fund Overview

WMKGX Mutual Fund (WesMark Large Company Fund) is managed by WesMark Funds with $372.3M in net assets. WMKGX expense ratio is 1.16%, holding 59 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 1997-04-14.

WMKGX performance shows a YTD return of 15.85%. The 1-year return is 21.48% and the 5-year return is 11.70%.

WMKGX top holdings include Alphabet Inc (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.