WesMark Growth
5800 Corporate Drive Pittsburgh PA 15237-7010
Map
Phone: 800-864-1013
| Category: | Large Growth | | Fund Family: | WesMark | | Net Assets: | 195.27M | | Year-to-Date Return: | -31.83% | | Yield: | 0.78% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Apr-97 |
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David B. Ellwood
Lead Manager since
12-Mar-97 | | | Ellwood is a portfolio manager with WesBanco, his employer since 1982. He has been an assistant vice president and senior investment officer with the firm since May 1996. Ellwood has earned his Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks appreciation of capital. The fund invests in growth-oriented stocks of companies that are expected to achieve higher than average profitability ratios such as operating profit margin or return on equity. The fund may purchase shares of ETFs. |
| Last Dividend
(24-Sep-08):
| 0.02 | | Last Cap Gain
(25-Mar-08):
| 0.07 | | Annual Holdings Turnover
| 112.00% | | Average for Category:
| 97.51% |
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| Expense | WMKGX | Category
Avg | | Total Expense Ratio: | 1.26%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$403 | $615 | | 5 Yr Expense Projection*: |
$697 | $944 | | 10 Yr Expense Projection*: |
$1,534 | $1,866 |
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2.63% Nasdaq 0.00%
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