WMKTX Mutual Fund

WMKTX Mutual Fund (WesMark Tactical Opportunity Fund) is managed by WesMark Funds with $52.9M in net assets. WMKTX expense ratio is 1.63%, holding 18 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2017-03-01.

WMKTX performance shows a YTD return of 5.45%. The 1-year return is 14.96% and the 5-year return is 4.88%. WMKTX dividend yield stands at 4.07%, paid quarterly.

WMKTX top holdings include Ishares Core U.s. Aggregate (14.4%), Ishares Iboxx $ Invest Grade Corp Bond ETF (lqd) (14.3%), Vanguard Mega Cap Value ETF (8.9%), Ishares Msci Acwi Ex US ETF (8.2%), Ishares Russell 2000 Index ETF (6.7%). Go to all WMKTX holdings, WMKTX sectors, or WMKTX dividends.

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