WesMark Small Company Fund(WMKSX)

美國基金

從投資組合中新增/移除新增至觀察名單

16.74 -0.13 -0.77%

13/11 - 延遲資料. USD 貨幣

種類: 基金

市場: 美國

發行者: WesMark

資產類別: 股票

晨星評級:
總資產: 145.29M

WMKSX綜觀

你可在本頁找到深入的WesMark Small Company Fund公司檔案，包括WMKSX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Small Blend

總資產

145.29M

費用

1.21%

基金成立

34334

聯絡資訊

地址 5800 Corporate Drive
Pittsburgh,PA
United States

電話 1-800-861-1013

網絡 www.wesmarkfunds.com

主要管理層

名稱	主旨	成立於	直至
Scott Love	Vice President	2013	now
自傳	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	2000	2020
自傳	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.
Jerome B. Schmitt	Executive Vice President	2000	2013
自傳	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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