Performance

Month End Fund Performance

 as of , subject to change
Cumulative Annualized Expense Ratio      
Ticker Performance
Inception
Daily NAV SEC Yield
30 day*
Net Gross
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Quarter End Fund Performance

 as of , subject to change
Cumulative Annualized Expense Ratio      
Ticker Performance
Inception
Daily NAV SEC Yield
30 day*
Net Gross
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The Expenses for the Fund as disclosed in the prospectus dated . The Expense Ratio represents the operating costs borne by the fund, expressed as a percentage of the fund's average net assets, listed as "Total Annual Fund Operating Expenses" in the Fees and Expenses of the Fund table in the prospectus.

* The 30-Day SEC yield is calculated by dividing the net investment income per share for the 30 days ended on the date of calculation by the maximum offering price per share on that date. The figure is compounded and annualized. Monthly table data . Quarterly table data .

Daily NAV table data as of

Performance data quoted represents past performance which is no guarantee of future results. Investment return and principal value will fluctuate so when shares are redeemed, they may be worth more or less than their original cost. Mutual fund performance changes over time and current performance may be lower or higher than what is stated. To receive performance current to the most recent month-end, please call 1-800-864-1013. See the prospectus for other fees and expenses that apply to a continued investment in the funds.

The Russell 2000® measures the performance of the 2,000 smallest companies in the Russell 3000® Index, which represents approximately 10% of the total market capitalization of the Russell 3000® Index. The index is unmanaged and unlike the Fund, is not affected by cash flows. The Russell 2000® is not adjusted to reflect sales charges, expenses, or other fees that the Securities and Exchange Commission (SEC) requires to be reflected in the Fund's performance. It is not possible to invest directly in an index.

The information presented for the LSCCFA is the average of the total returns of the 30 largest qualifying mutual funds (based on net assets) in the Lipper Small-Cap classification. Lipper averages do not reflect sales charges. It is not possible to invest directly in an average.

The S&P 500® measures the performance of 500 large-cap U.S. companies. The S&P 500 is not adjusted to reflect sales charges, expenses or other fees that the SEC requires to be reflected in the Fund's performance. The index is unmanaged and unlike the Fund, it is not affected by cash flows. It is not possible to invest directly in an index.

The information presented for the LLCCFA is the average of the total returns of the 30 largest qualifying mutual funds (based on net assets) in the Lipper Large-Cap classification. Lipper averages do not reflect sales charges. It is not possible to invest directly in an average.

The Balanced Composite Index is an unmanaged index, comprised 60% S&P 500® and 40% BCIGCI, and unlike the Fund, is not affected by cash flows. The Balanced Composite Index is not adjusted to reflect sales charges, expenses or other fees that the SEC requires to be reflected in the Fund's performance. It is not possible to invest directly in an index or average.

The information presented for the LBFA is the average of the total returns of the 30 largest U.S. Balanced Funds. Lipper averages do not reflect sales charges. It is not possible to invest directly in an average.

The BCIGCI is an unmanaged market value weighted performance index for government and corporate fixed rate debt issues with maturities between one and ten years. The BCIGCI is not adjusted to reflect sales charges, expenses or other fees that the SEC requires to be reflected in the Fund's performance. The index is unmanaged and unlike the Fund, is not affected by cash flows. It is not possible to invest directly in an index.

The information presented for the LGUSFA is the average total returns of funds designated by Lipper as falling into the category of funds that invest primarily in U.S. government and agency issues. Lipper averages do not reflect sales charges. It is not possible to invest directly in an average.

The information presented for the LIGFA is the average of the total returns of funds designated by Lipper as falling into the category of funds at invest primarily in securities issued or guaranteed by the U.S. government, its agencies, or its instrumentalities, with dollar-weighted average maturities of five to ten years. Lipper averages do not reflect sales charges. It is not possible to invest directly in an average.

The BCM5I is an unmanaged market value weighted performance index for major municipal bonds of all quality ratings with an average maturity of approximately five years. BCM5I is not adjusted to reflect sales charges, expenses, or other fees that the SEC requires to be reflected in the Fund's performance. The index is unmanaged and unlike the Fund, is not affected by cash flows. It is not possible to invest directly in an index.

The LIMDFA is an unmanaged index of funds that invest in municipal debt issues with dollar-weighted average maturities of five to ten years. These figures do not reflect sales charges. It is not possible to invest directly in an average.

The LOSMFA is an unmanaged index of funds that limit assets to those securities exempt from taxation in a specified state or city. These figures do not reflect sales charges. It is not possible to invest directly in an average.

*Insurance does not protect against market risk to the Fund.

The Tactical Composite Index is comprised of a combination of 60% of MSCI All World Index (“ACWI”) 30% Bloomberg Barclays US Aggregate Index and 10% of HFRI Fund of Funds Index. The Tactical Composite Index is not adjusted to reflect sales charges, expenses, or other fees that the SEC requires to be reflected in the Fund's performance. The index is unmanaged and unlike the Fund, is not affected by cash flows. It is not possible to invest directly in an index.

The Hedge Fund Research, Inc. (“HFRI”) Fund of Funds Composite Index is an equal weighted index that consists of over 800 constituent hedge funds, including both domestic and offshore funds. The HFRI is not adjusted to reflect sales charges, expenses, or other fees that the SEC requires to be reflected in the Fund's performance. The index is unmanaged and unlike the Fund, is not affected by cash flows. It is not possible to invest directly in an index.

The Lipper Flexible Portfolio Funds is an unmanaged index of funds that allocate their investments to both domestic and foreign securities across traditional asset classes with a focus on total return. The traditional asset classes utilized are common stocks, bonds, and money market instruments. Lipper Flexible Portfolio Funds is not adjusted to reflect sales charges, expenses, or other fees that the SEC requires to be reflected in the Fund's performance. The index is unmanaged and unlike the Fund, is not affected by cash flows. It is not possible to invest directly in an index.

Waivers/reimbursements are voluntary, and can be terminated at any time.

Total return represents the value of an investment after reinvesting all income and capital gains. 

Small company stocks are less liquid and subject to greater price volatility than large capitalization stocks. A portion of the income generated by the municipal and tax-free funds are subject to the federal alternative minimum tax and state and local taxes.

Bond prices are sensitive to changes in interest rates and a rise in interest rates can cause a decline in their prices.

The WesMark Balanced Fund, WesMark West Virginia Municipal Bond Fund, and WesMark Small Company Fund are each the successor to a common trust fund managed by the Adviser. The quoted performance data includes performance for the corresponding common trust fund during periods before the funds' registration statements became effective (on August 1, 2000 for the Small Company Fund; on March 12, 1997 for the West Virginia Municipal Bond Fund; and on March 24, 1998 for the Balanced Fund), as adjusted to reflect the funds' anticipated expenses. The common trust funds were not registered under the Investment Company Act of 1940 ("1940 Act") and therefore were not subject to certain restrictions imposed by the 1940 Act. If the common trust funds had been registered under the 1940 Act, the performance may have been adversely affected.

These performance numbers are pre-tax. Regulations do not require us to provide after tax returns. For after tax returns, call 1-800-864-1013.

For inquiry call: 1-800-864-1013

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