WMKGX
WesMark Large Company Fund
1W: -1.2%
1M: +0.7%
3M: +2.4%
YTD: +15.7%
1Y: -0.9%
3Y: +52.0%
5Y: +36.9%
$25.84
+0.22 (+0.86%)
Weekly Expected Move ±1.6%
$25
$25
$26
$26
$26
Similar ETFs
20 peers by holdings overlap (58 holdings)
CVTRX
Calamos Growth & Income Fund Class A
54.1%
Shared29 holdings
Total89
AUM$3.5B
Price$59.90
MAIPX
MAI Managed Volatility Fund
52.0%
Shared20 holdings
Total73
AUM$232M
Price$17.89
CSQ
Calamos Strategic Total Return Fund
51.9%
Shared29 holdings
Total152
AUM$3.3B
Price$20.47
HAVGX
Haverford Quality Growth Stock Fund
50.9%
Shared27 holdings
Total34
AUM$304M
Price$26.47
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
50.3%
Shared32 holdings
Total150
AUM$1.7B
Price$14.94
SWLSX
Schwab Large-Cap Growth
50.1%
Shared20 holdings
Total55
AUM$674M
Price$48.08
DLCEX
Dana Large Cap Equity Fund
49.8%
Shared32 holdings
Total51
AUM$70M
Price$23.79
ADX
Adams Diversified Equity Fund, Inc.
49.2%
Shared27 holdings
Total99
AUM$3.1B
Price$25.79
PNOPX
Putnam Sustainable Leaders Fund
49.0%
Shared18 holdings
Total57
AUM$6.9B
Price$130.75
SWANX
Schwab Core Equity
48.9%
Shared20 holdings
Total58
AUM$1.5B
Price$26.86
TADAX
Transamerica US Growth A
48.7%
Shared20 holdings
Total61
AUM$1.8B
Price$35.40
VFTNX
Vanguard FTSE Social Index Fund Institutional Shares
48.7%
Shared37 holdings
Total386
AUM$28.3B
Price$53.44
BUFEX
Buffalo Blue Chip Growth Fund Investor Class
48.5%
Shared26 holdings
Total86
AUM$194M
Price$65.83
PNRAX
Putnam Research Fund Class A
48.4%
Shared30 holdings
Total137
AUM$783M
Price$64.83
PGEOX
George Putnam Balanced Class A
48.3%
Shared30 holdings
Total137
AUM$2.4B
Price$29.03
TWCGX
American Century Growth Investor Class
48.1%
Shared22 holdings
Total72
AUM$16.0B
Price$62.16
SPFFX
Sphere 500 Climate Fund
48.0%
Shared38 holdings
Total366
AUM$45M
Price$34.59
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
47.9%
Shared44 holdings
Total500
AUM$2.1B
Price$21.44
HAIAX
Hartford Core Equity A
47.4%
Shared20 holdings
Total75
AUM$11.8B
Price$59.45
FFA
First Trust Enhanced Equity Income Fund
47.3%
Shared36 holdings
Total62
AUM$444M
Price$22.21
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WMKGX | $385M | 57 | 44.9% | 15.7 | 4.4 | 4.2 | 32.3% | 26.5% | 1.14% | +28.7% | +44.2% | 56.1 | 6.4 |
| CVTRX | $3.5B | 89 | 36.2% | 11.8 | 1.9 | 1.5 | 17.6% | 12.4% | 1.07% | +25.4% | +47.9% | 56.4 | 6.4 |
| MAIPX | $232M | 73 | 29.1% | 14.7 | 3.9 | 3.8 | 30.1% | 25.9% | 1.66% | +25.4% | +38.8% | 50.7 | 6.1 |
| CSQ | $3.3B | 152 | 42.5% | 11.7 | 1.9 | 1.4 | 17.2% | 12.0% | 1.14% | +24.8% | +47.6% | 55.9 | 6.3 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| ETV | $1.7B | 150 | 45.9% | 15.5 | 4.5 | 4.2 | 33.8% | 26.9% | 1.24% | +24.1% | +45.2% | 57.6 | 6.3 |
| SWLSX | $674M | 55 | 59.7% | 16.7 | 5.4 | 5.3 | 38.3% | 31.5% | 0.66% | +27.8% | +45.5% | 60.8 | 6.4 |
| DLCEX | $70M | 51 | 119.5% | 14.6 | 4.3 | 4.1 | 34.7% | 28.0% | 1.22% | +17.2% | +38.1% | 55.3 | 6.5 |
| ADX | $3.1B | 99 | 40.5% | 15.1 | 4.1 | 4.0 | 31.1% | 26.4% | 1.41% | +24.4% | +39.6% | 57.4 | 6.2 |
| PNOPX | $6.9B | 57 | 46.3% | 16.2 | 4.7 | 4.4 | 33.2% | 27.0% | 1.11% | +27.7% | +48.4% | 55.9 | 6.4 |
| SWANX | $1.5B | 58 | 55.9% | 14.6 | 4.5 | 4.7 | 36.3% | 32.0% | 1.24% | +17.0% | +42.6% | 60.0 | 6.3 |