Fund Evaluator:
WesMark Large Company Fund (WMKGX)
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Best Performing in Large Blend Over the Last Year
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Fund Details
WesMark Large Company Fund Overview
WesMark Large Company Fund (WMKGX) is an actively managed U.S. Equity Large Blend fund. WesMark launched the fund in 1997.
The investment seeks capital appreciation. The fund pursues its investment objective by investing at least 80% of the value of its net assets in equity securities of large capitalization companies. Equity securities may include common stocks, preferred stocks, securities (including debt securities) that are convertible into common stocks, and ETFs and other investment companies. The fund will invest primarily in securities issued by domestic companies. It may purchase ETFs or other investment companies in order to achieve exposure to a specific market sector, to achieve exposure to foreign markets or for other reasons consistent with its investment strategy.
About WesMark Large Company Fund (WMKGX)
There are 1 members of the management team with an average tenure of 2.42 years: Robert McGee (2024). Management tenure is more important for actively managed funds than passive index funds.
The fund has 2 primary benchmarks: S&P 500 (TR) (1970) index with a weighting of 100% and Lipper Large Core Fund Avg index with a weighting of 100%. WesMark Large Company Fund has 60 securities in its portfolio. The top 10 holdings constitute 43.1% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.
WesMark Large Company Fund is part of the Equity global asset class and is within the U.S. Equity fund group. WesMark Large Company Fund has 0.9% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 98.9%. There is 0.9% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). WesMark Large Company Fund has 0.3% of the portfolio in cash.
Assets Under Management
The fund has $362 million in total assets, which is below the $6 billion average for the Large Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
WMKGX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The WesMark Large Company Fund expense ratio is high compared to funds in the Large Blend category. WesMark Large Company Fund has an expense ratio of 1.14%, which is 40% higher than its category average, making the fund expense ratio grade a D. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. WesMark Large Company Fund has a portfolio turnover rate of 25%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 48% for the Large Blend category.
Recently, in the month of July 2026, WesMark Large Company Fund returned 0.3%, which earned it a grade of C, as the Large Blend category had an average return of 0.4%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
WesMark Large Company Fund has a trailing yield of 0.00%, which is below the 0.56% category average. The fund normally distributes its income quarterly and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
WesMark Large Company Fund Grades
Year to date, the fund has returned 12.4%, 3.1 percentage points better than the category, which translates into a grade of A. The fund has returned 24.3% over the past year (grade of A), 18.7% over the past three years (grade of B) and 10.5% per year over the past five years (grade of D) and 13.8% per year over the past 10 years (grade of C).
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WMKGX Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| WMKGX Return (NAV) | 0.3% | 6.3% | 24.3% | 18.7% | 10.5% | 13.8% |
| WMKGX Grade | C | A | A | B | D | C |
| +/- Category | -0.1% | 2.3% | 6.9% | 1.4% | -0.6% | 0.2% |
| Large Blend Avg | 0.4% | 4.1% | 17.5% | 17.3% | 11.1% | 13.7% |
| WMKGX Tax Cost Ratio | na | na | 4.3% | 3.0% | 2.8% | 2.3% |
WMKGX Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| WMKGX Return (NAV) | 12.4% | 16.9% | 21.5% | 21.9% | -21.4% | 26.1% | 26.3% | 26.5% | -6.2% | 24.2% | 0.5% |
| WMKGX Grade | A | C | D | D | F | C | A | F | D | A | F |
| +/- Category | 3.1% | 1.1% | -0.6% | -1.8% | -4.1% | -0.5% | 8.8% | -3.3% | -0.3% | 2.9% | -9.7% |
| Large Blend Avg | 9.3% | 15.8% | 22.1% | 23.7% | -17.3% | 26.5% | 17.5% | 29.8% | -5.9% | 21.3% | 10.2% |
| Risk Measures | |
| Standard Deviation: | 14.4% |
| Total Risk Index: | 1.17 - Above Average |
| Category Risk Index: | 1.09 - High |
| Category Risk Grade: | F (91% Rank) |
| Beta: | 1.07 |
| R-Squared: | 94% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Blend |
| Bond Investment Style: | na |
| Yield: | 0.0% |
| Dividend Distribution: | Quarterly |
| Cap Gains Distribution: | Annually |
| Total Assets: | $362 Mil |
| Fund Total Assets: | $ 363 Mil |
| Share Class Type: | No Load |
| Portfolio Turnover: | 25% |
Management Team
| Number of Managers: 1 | |||
| Longest Tenure: 2.4 years | |||
| Average Tenure: 2.4 years | |||
| Managers (Year): McGee Robert (2024) | |||
Portfolio Composition (as of 6/30/26)
| # of Holdings: | 60 |
| % in Top 10 Holdings: | 43.1% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 0.9% |
Portfolio Allocation |
|
| Domestic Stock: | 98.9% |
| Foreign Stock: | 0.9% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.3% |
Purchase Information
| Fund Family: | WesMark |
| Phone Number: | 800-864-1013 |
| Website: | www.wesmarkfunds.com |
| Status: | Open |
| Inception Date: | April 14, 1997 |
| Min. Initial Purchase: | $1,000 |
| Min. Initial IRA Purchase: | $ 500 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | na |
Expenses and Fees | |
| Expense Ratio (%): | 1.14% ( Rating : High ) |
| Category Average Expense Ratio (%): | 0.81% |
| Share Class: | WesMark Large Company Fund |
| Min. Subsequent Purchase: | $ 100 |
| Min. Subsequent IRA Purchase: | $ 100 |
