WesMark Funds - WesMark Small Company Fund(NASDAQMUTFUND) WMKSX

WesMark Small Company Fund focuses on investing primarily in equity securities of smaller companies. The fund allocates a minimum of 80% of its net assets to these holdings, aiming to build a diversified portfolio.

Products and Services

• Investment in equity securities of small companies
• Diversified portfolio management
• Advisory services from WesBanco Investment Department

Growth Outlook

• Market capitalization aligns with Russell 2000® and S&P SmallCap 600® indices
• Recent stock price range between $14.56 and $18.52
• Consistent dividend yield of approximately 20.49% TTM

Financial Highlights

• Recent dividend per share of $3.3445
• Market capitalization of approximately $175.39 million
• Beta of 1.009 indicates market correlation

WesMark Small Company Fund is designed for investors seeking exposure to smaller companies, which can offer unique growth opportunities. The fund's strategy of investing at least 80% of its net assets in small-cap equities allows for a focused approach in a niche market. The alignment with established indices like the Russell 2000® and S&P SmallCap 600® provides a benchmark for performance evaluation. The fund's recent stock price fluctuations, ranging from $14.56 to $18.52, reflect its responsiveness to market conditions. A notable dividend yield of approximately 20.49% TTM highlights the fund's commitment to returning value to investors. The recent dividend per share of $3.3445 further emphasizes the fund's ability to generate income for its shareholders. With a market capitalization of around $175.39 million, WesMark Small Company Fund operates within a competitive landscape, leveraging its expertise in small-cap investments. The beta of 1.009 suggests that the fund's performance is closely tied to overall market movements, providing a balanced risk profile for potential investors.