WesMark Large Company Fund (WMKGX)

Fund Assets	362.92M
Expense Ratio	1.14%
Min. Investment	$1,000
Turnover	25.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 17, 2025

Previous Close	25.64
YTD Return	16.18%
1-Year Return	26.05%
5-Year Return	67.05%
52-Week Low	20.02
52-Week High	27.09
Beta (5Y)	1.09
Holdings	60
Inception Date	Apr 14, 1997

About WMKGX

WesMark Large Company Fund is an actively managed mutual fund specializing in equity investments in large-capitalization companies. The fund’s primary objective is to achieve capital appreciation by investing at least 80% of its net assets in stocks of large companies, primarily within the market capitalization range defined by the S&P 500 Index at the time of purchase. This diversified portfolio typically focuses on businesses with prospects for above-average, sustainable growth, while targeting those trading at reasonable valuations. The fund may also include domestically traded securities of foreign entities, such as American Depository Receipts (ADRs), to broaden its exposure. Sector allocation and individual security selection are determined through in-depth research by the fund’s adviser, who seeks to balance growth potential and risk. The WesMark Large Company Fund is designed to serve investors aiming to participate in the performance of major U.S. corporations, providing diversification and professional management within the large-cap equity segment of the market.

• Fund Family: WesMark
• Category: Large Blend
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: WMKGX
• Index: S&P 500 TR

Performance

WMKGX had a total return of 26.05% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.47%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VQNPX	Vanguard	Vanguard Growth and Income Fund Investor Shares	0.39%
FMGKX	Fidelity	Fidelity Magellan K	0.57%
FMAGX	Fidelity	Fidelity Magellan Fund	0.64%
FEQDX	Fidelity	Fidelity Advisor Hedged Equity C	1.55%
VPMCX	Vanguard	Vanguard PRIMECAP Inv	0.35%

Top 10 Holdings

43.11% of assets

Name	Symbol	Weight
Alphabet Inc.	GOOGL	6.75%
Apple Inc.	AAPL	6.09%
NVIDIA Corporation	NVDA	5.53%
Microsoft Corporation	MSFT	5.36%
Amazon.com, Inc.	AMZN	4.58%
Advanced Micro Devices, Inc.	AMD	3.76%
Meta Platforms, Inc.	META	3.18%
Micron Technology, Inc.	MU	2.80%
JPMorgan Chase & Co.	JPM	2.56%
Marvell Technology, Inc.	MRVL	2.49%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 17, 2025	$4.6658	Dec 18, 2025
Jun 18, 2025	$0.0129	Jun 30, 2025
Mar 19, 2025	$0.00717	Mar 28, 2025
Dec 17, 2024	$3.3628	Dec 23, 2024
Sep 24, 2024	$0.00646	Sep 30, 2024
Jun 18, 2024	$0.00291	Jun 28, 2024

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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