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Fund Intelligence | Best Managers | WMKSX Insights | WMKSX Score | WMKSX Performance | WMKSX Manager | WMKSX News | WMKSX Allocation | WMKSX Holdings Change

Mutual Fund Insights: WesMark Small Company Growth Fund (WMKSX)

In-depth Analysis of WesMark Small Company Growth Fund (WMKSX)

Mutual fund chart: WesMark Small Company Growth Fund (WMKSX)

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See WesMark Small Company Growth Fund (WMKSX) performance details as of January 31, 2010

  

    Last Trade: $9.34 on 3/15/2010, Change: -0.02 (-0.21%)
Experiment our closing price forecasting tool for WesMark Small Company Growth Fund (WMKSX) (alpha release)

  

Fund Manager - David B. Ellwood

Fund Manager Tenure: 9.6 years
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)
Ellwood is a portfolio manager with WesBanco, his employer since 1982. He has been an assistant vice president and senior investment officer with the firm since May 1996. He served as senior vice president -- Investments since May 2000. Ellwood has earned his Chartered Financial Analyst designation.  Get more insights on David B. Ellwood

  

What we like about WesMark Small Company Growth Fund (WMKSX) What we like about WesMark Small Company Growth Fund (WMKSX)

Data for WesMark Small Company Growth Fund (WMKSX) as of January 31, 2010

  • WesMark Small Company Growth Fund (WMKSX) management has been with WesMark Small Company Growth Fund for 9.6 years
  • WesMark Small Company Growth Fund (WMKSX) has good short-term performance (1-year return 40.37% vs 39.62% Small Growth category average)
  • WesMark Small Company Growth Fund (WMKSX) has good mid-term performance (3-year return -2.09% vs -6.96% Small Growth category average)
  • WesMark Small Company Growth Fund (WMKSX) has good Long-term performance (5-year return 4.11% vs 0.25% Small Growth category average)
  • WesMark Small Company Growth Fund (WMKSX) ratio of up-years vs down years is greater than 2
  • WesMark Small Company Growth Fund (WMKSX) has a Morningstar rating of 4 and above
  • WesMark Small Company Growth Fund (WMKSX) has an annual stock turnover rate of 84.00% vs Small Growth average of 131.92%. It is good that WesMark Small Company Growth management does not trade extensively for its return.
  • WesMark Small Company Growth Fund (WMKSX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.39, lower than category average of 24.84
  • WesMark Small Company Growth Fund (WMKSX) has a lower management fee than its Small Growth average: 1.55% vs 1.60%
  • WesMark Small Company Growth Fund (WMKSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about WesMark Small Company Growth Fund (WMKSX) What we are cautious about WesMark Small Company Growth Fund (WMKSX)

Data for WesMark Small Company Growth Fund (WMKSX) as of January 31, 2010

See WesMark Small Company Growth Fund (WMKSX) performance details as of January 31, 2010

  

  

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WesMark Small Company Growth Fund (WMKSX) Net Asset

Track net asset change of WesMark Small Company Growth fund (WMKSX)

DateNet Asset
01/2010$52.56M
11/2009$50.00M
10/2009$47.79M
More historic net asset information on WesMark Small Company Growth Fund (WMKSX)

  

WesMark Small Company Growth Fund (WMKSX) Portfolio Allocation

Track portfolio allocation change of WesMark Small Company Growth fund (WMKSX)

DateCashStockBondOther
10/20097.88%87.77%4.35%0%
09/20097.88%87.77%4.35%0%
06/20092.06%97.95%0%0%
Click here to see more historic asset allocation information on WesMark Small Company Growth Fund (WMKSX)

  

Most Recent Top 10 Holdings in WesMark Small Company Growth Fund (WMKSX)

Discover what WesMark Small Company Growth Fund (WMKSX) manager is buying

31-Oct-09
Federated Prime Obligations Instl [3.69%]
CHGO BRIDGE & IRON [3.35%]
Caseys General Stores, Inc. [3.3%]
MINDRAY MEDICAL INTL [3.22%]
Woodward Governor Company [3.2%]
CLEAN HARBORS INC [2.95%]
U R S CP [2.85%]
SPDR KBW Regional Banking [2.64%]
WASTE CONNECTIONS [2.63%]
Qiagen N.V. [2.62%]

30-Sep-09
CHGO BRIDGE & IRON [3.16%]
Woodward Governor Company [3.14%]
Caseys General Stores, Inc. [3.13%]
U R S CP [3.04%]
NVIDIA Corporation [2.99%]
CLEAN HARBORS INC [2.8%]
PMC [2.67%]
SPDR KBW Regional Banking [2.63%]
iShares Russell 2000 Growth Index [2.61%]
MINDRAY MEDICAL INTL [2.6%]

30-Jun-09
U R S CP [3.85%]
Synaptics Incorporated [3.01%]
Moog, Inc. A [2.87%]
AZZ INCORPORATED [2.68%]
NASDAQ OMX Group, Inc. (The) [2.61%]
iShares Russell 2000 Growth Index [2.52%]
MINDRAY MEDICAL INTL [2.48%]
Qiagen N.V. [2.48%]
PMC [2.48%]
CLEAN HARBORS INC [2.4%]
Click here for Stock Holding Change Map in WesMark Small Company Growth Fund (WMKSX)

  

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Latest News on WesMark Small Company Growth (WMKSX)

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