WMKMX Mutual Fund
WMKMX Mutual Fund
NAV$9.63
AUM$86M
TER1.16%
Holdings114
See how much of WMKMX you already own
WMKMX Mutual Fund
NAV$9.63
WesMark West Virginia Municipal Bond Fund
AUM$86M
TER1.16%
Holdings114
See how much of WMKMX you already own
WMKMX Mutual Fund Overlap Analysis
WMKMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
WMKMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, WMKMX may share significant positions with broad-market funds.
WMKMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WMKMX tax-loss harvesting finds highly correlated but non-identical funds.