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Wesmark Balanced Fund: (MF: WMBLX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 05:06 PM ET

$14.48 USD

-0.01 (-0.07%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

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Zacks Premium Research for WMBLX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

Fund Description

The fund seeks its objective by investing in a mix of equity, fixed-income, and money market investments through an asset allocation process managed by the WesBanco Investment Department, with target ranges of 30-70% equities, 30-70% fixed income, and 0-40% money market. Equities are primarily large- and mid-cap domestic stocks, but may include ADRs and other domestically traded foreign securities, ETFs or other investment companies (including emerging markets), REITs, and small-cap stocks, and may use covered calls and protective puts. Fixed income is mainly U.S. dollar-denominated, primarily investment-grade, and may invest in high-yield fixed-income securities; normally, no more than 15% of total assets is expected to be invested in securities rated below investment grade, although the fund may invest up to 25% of total assets in noninvestment-grade debt securities. Money market holdings may include money market funds, repurchase agreements, and other short-term high-quality instruments.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
WesMark Balanced WMBLX NA NA 0.00 0.00 0.75 1.29

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
WesMark Balanced Fund WMBLX 14.48 4/20/1998 1.59 20.70 10.36 6.21

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
WesMark Balanced WMBLX 1000 100 500 M

Contact Information

Family WesMark
Address Wesbanco Bank, Inc., One Bank Plaza
Wheeling, WV 26003
Phone 800 864-1013