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Wesmark Balanced Fund: (MF: WMBLX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:26 PM ET

$13.92 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

Incepted in April 1998, the fund is managed by WesBanco Investment Department, a division of WesBanco Bank, Inc. The fund seeks to achieve 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 using an asset allocation process constructs the fund?s portfolio. 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 adviser then selects securities for each asset class. The fund distributes dividends monthly and capital gains annually.

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 1.28

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
WesMark Balanced Fund WMBLX 13.92 4/20/1998 NA 11.43 8.53 7.03

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