3 / 5 Stars
1 1 4 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#57 in Moderate Allocation
U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 11.08 percent over the past year, 8.32 percent over the past three years, 14.21 percent over the past five years, and 5.47 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.1%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||14.2%|
|10 Years (Annualized)||5.5%|
The investment seeks capital appreciation and income. 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%. The fund may purchase ETFs, or other investment companies.
Fees are Above Average compared to funds in the same category.
WesMark Balanced Fund has an expense ratio of 1.27 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.