WesMark Balanced Fund
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Companywww.wesmarkfunds.com/wmblx
The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments. The Adviser first determines the percentage of the fund's portfolio to invest in equity securities, the percentage to invest in fixed-income securities and the percentage to invest in money market investments. The percentage ranges of securities in each asset class are: equity securities 30-70%; fixed-income securities 30-70%; and money market investments 0-40%.
- IPO
- 1998
- HQ
- Wheeling, WV, US
Price Chart
Valuation
- Market Cap
- $102.08M
- P/E
- 0.00
- P/S
- 10.92
- P/B
- 0.00
- EV/EBITDA
- -3.37
- Div Yield
- 7.13%
Profitability
- Gross Margin
- 100.00%
- Op Margin
- 87.14%
- Net Margin
- -236.56%
- ROE
- -11.02%
- ROIC
- 4.40%
Growth & Income
- Revenue
- $9.34M · 7.43%
- Net Income
- $-22,103,434 · -176.82%
- EPS
- $-1.94 · -177.14%
- Op Income
- $8.14M
- FCF YoY
- 0.00%
Performance & Tape
- 52W High
- $14.39
- 52W Low
- $12.72
- 50D MA
- $13.90
- 200D MA
- $13.85
- Beta
- 0.83
- Avg Volume
- 0
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