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Wesmark Large Company Fund (WMKGX)

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26.26 +0.05    +0.19%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  WesMark
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 355.5M
WesMark Growth 26.26 +0.05 +0.19%

Wesmark Large Company Fund Overview

 
On this page you'll find an in-depth profile of Wesmark Large Company Fund. Learn about the key management, total assets, investment strategy and contact information of WMKGX among other information.
Category

Large Growth

Total Assets

355.5M

Expenses

1.19%

Inception Date

35534

Investment Strategy

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.

Contact Information

Address 5800 Corporate Drive
Pittsburgh,PA
United States
Phone 1-800-861-1013

Top Executives

Name Title Since Until
Robert McGee - 2024 Now
Biography Robert McGee has been a member of the investment team for the Balanced Fund, Government Bond Fund, Large Company Fund, Small Company Fund, and Tactical Opportunity Fund since June 2023, and began serving as the head of the portfolio management teams for these funds in March 2024. Mr. McGee has been employed as a Senior Vice President of WesBanco Bank since June 2023, and is responsible for providing investment research and portfolio management for the Trust and Investment Services department. Mr. McGee is a Chartered Financial Analyst, and received a B.A. degree in Business Administration from Indiana University of Pennsylvania and an M.B.A. degree from Carnegie Mellon University.
Scott Love Vice President 2015 2024
Biography Mr. Love has been employed by WesBanco Bank since May 2012 serving as Executive Vice President since February 2021, and is responsible for providing investment research and portfolio management for the Trust and Investment Services department of WesBanco Bank. From June 2007 to May 2012 Mr. Love was 1st Vice President, Senior Investment Officer at Morgan Keegan & Company. Mr. Love received a B.A. in Business Administration from Baldwin-Wallace College and an M.B.A. from the Weatherhead School of Management at Case Western University.
David B. Ellwood portfolio manager/assistant vice president/senior Investment Officer 1997 2020
Biography David B. Ellwood has been a portfolio manager of the Growth Fund, Small Company Growth Fund, Balanced Fund and Government Fund since their inception and a principal of the Adviser since its inception in 2001. Mr. Ellwood serves as the head of the portfolio manager team for the Growth Fund and Balanced Fund. Additionally, Mr. Ellwood has been a portfolio manager to the West Virginia Municipal Bond Fund since January 2013. As a member of the investment team Mr. Ellwood provides general investment support to the West Virginia Municipal Bond Fund, the Government Bond Fund and the Small Company Growth Fund. He has been employed by WesBanco Bank since 1982, serving as Executive Vice President – Investments since June 2011 and as Senior Vice President – Investments since May 2000. Mr. Ellwood is responsible for supervising all investment activities for the Trust and Investment Services department of WesBanco Bank. Mr. Ellwood is a Chartered Financial Analyst, and received a B.S. degree from Wheeling Jesuit University.
Steven Kellas co-Portfolio Manager, Vice President 2013 2015
Biography Kellas has been employed by WesBanco Bank since 1989, serving as Senior Vice President and Investment Officer for WesBanco Trust and Investment Services since June 2011. Mr. Kellas is a Chartered Financial Analyst, and received a B.S. degree in Business Administration from West Liberty State College and an M.B.A. degree from Wheeling Jesuit University.
Jerome B. Schmitt Executive Vice President 1997 2013
Biography Schmitt is a portfolio manager with WesBanco, his employer since 1972. He has also served the firm as senior vice president of trust and investments since 1991, and as executive vice president since June 1996. Schmitt is a Chartered Financial Analyst and a member of the Institute of Chartered Financial Analysts.
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