WesMark Tactical Opportunity Fund (WMKTX)

The fund aims to achieve its investment objectives by implementing a dynamic and adaptable tactical allocation strategy. Its primary focus is on a diversified portfolio of equity and fixed income instruments, with the flexibility to also allocate capital to commodity-linked assets. Regarding its equity holdings, the fund can invest broadly across companies of all sizes—large-cap, small-cap, and mid-cap—and extend its reach to international stock markets, including those in emerging economies. For its fixed income exposure, the fund possesses wide latitude to invest in securities originating from domestic or foreign issuers, encompassing both corporate and governmental bonds, across the full spectrum of credit quality and maturity periods.