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Wesmark Large Company Fund (WMKGX)

Fundos dos EUA

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22,38 +0,03 +0,13%

30/05 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 321,26M

Tipo: Fundo

Mercado: EUA

Emissor: WesMark

Classe de Ativo: Ações

WMKGX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Wesmark Large Company Fund. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de WMKGX, entre outras informações.

Categoria

Large Blend

Total de ativos

321,26M

Despesas

1,16%

Data de início

35534

Informações de Contato

Endereço 5800 Corporate Drive
Pittsburgh,PA
United States

Telefone 1-800-861-1013

Site www.wesmarkfunds.com

Principais Executivos

Nome	Título	Desde	Até
Robert McGee	-	2024	Agora
Biografia	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
Biografia	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
Biografia	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
Biografia	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
Biografia	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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