WMKTX Mutual Fund (WesMark Tactical Opportunity Fund) is managed by WesMark Funds with $52.5M in net assets. WMKTX expense ratio is 1.63%, holding 18 positions across sectors including Financials, Unknown, Consumer Discretionary. Inception date: 2017-03-01.

WMKTX performance shows a YTD return of 5.77%. The 1-year return is 15.77% and the 5-year return is 5.07%. WMKTX dividend yield stands at 4.05%, paid quarterly.

WMKTX top holdings include Ishares Iboxx $ Invest Grade Corp Bond ETF (lqd) (14.8%), Ishares Core U.s. Aggregate (12.9%), Vanguard Mega Cap Value ETF (8.7%), Spdr Gold Trust-etf (7.7%), Ishares Msci Acwi Ex US ETF (7.6%). View all WMKTX holdings, sector breakdown, or dividend history.

WMKTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WMKTX alternatives are available via the screener, along with tax-loss harvesting opportunities.