Back to top
more

Wesmark Small Company Fund: (MF: WMKSX)

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

$15.74 USD

-0.19 (-1.19%)

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

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for WMKSX

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

Sell 4
MF Report

Fund Description

Incepted in August 2000, the fund is managed by WesBanco Investment Department, a division of WesBanco Bank, Inc. The fund seeks to achieve capital appreciation. The fund pursues its investment objective by investing at least 80% of the value of its net assets in investments in small companies. In creating a diversified portfolio of common stocks of small-sized companies the adviser defines small companies as companies with market capitalizations similar to companies in the Russell 2000 Index (Russell 2000) or the Standard & Poor's Small Cap 600 Index (S&P 600). The fund distributes dividends quarterly and capital gains annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
WesMark Small Company WMKSX NA NA 0.00 0.00 0.75 1.20

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
WesMark Small Company Growth WMKSX 15.74 8/8/2000 NA 18.19 18.21 11.52

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
WesMark Small Company WMKSX 1000 100 500 Q

Contact Information

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