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WMKGX
Mutual Fund ticker: NASDAQ
AS OF
Sep 26 closing price
Price
$25.56
Change
+$0.12 (+0.47%)
Net Assets
354.85M

WMKGX WesMark Large Company Fund Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Mastercard (NYSE:MA), Unitedhealth Group (NYSE:UNH), Abbott Laboratories (NYSE:ABT), Salesforce (NYSE:CRM).

Industry description

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.

Market Cap

The average market capitalization across the WesMark Large Company Fund MF is 1.77T. The market cap for tickers in the group ranges from 231.75B to 3.8T. MSFT holds the highest valuation in this group at 3.8T. The lowest valued company is CRM at 231.75B.

Volume

The average weekly volume growth across all stocks in the WesMark Large Company Fund MF was -65%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was -27%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 50
P/E Growth Rating: 65
Price Growth Rating: 37
SMR Rating: 32
Profit Risk Rating: 43
Seasonality Score: -22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
WesMark Funds5800 Corporate DrivePittsburgh
Phone
N/A
Web
www.wesmarkfunds.com
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WMKGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WMKGX has been closely correlated with VTSMX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if WMKGX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WMKGX
1D Price
Change %
WMKGX100%
+0.47%
VTSMX - WMKGX
83%
Closely correlated
+0.63%
VTSAX - WMKGX
83%
Closely correlated
+0.63%
VITSX - WMKGX
83%
Closely correlated
+0.63%
RGAFX - WMKGX
62%
Loosely correlated
+0.39%
AGTHX - WMKGX
61%
Loosely correlated
+0.39%
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