WSTCM Credit Select Risk Managed Inv (WAMBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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WSTCM Credit Select Risk Managed Inv
Norfolk VA 23510
150 West Main Street, Suite 1700
WST Investment Trust
865-243-8000
Management information
Wayne F. Wilbanks,Lead manager since 29 September 2014
Wayne Wilbanks, a co-founder of WST, serves as the firm’s Managing Principal and Chief Investment Officer and chairs the firm’s
Investment Committee. Prior to the establishment of WST in 1990, Wayne co-founded a regional investment advisory firm where
he served as Senior Portfolio Manager and Director of Research. Wayne brings to bear over 35 years of investment experience
and extensive training across asset classes and investment styles. He is a regular guest on CNBC, Bloomberg Financial News,
and Bloomberg Radio, and is quoted often in publications including Bloomberg News, The Wall Street Journal, and The Virginian
Pilot.
Wayne, a North Carolina native, graduated from Duke University with a degree in Economics, and he subsequently undertook
study through Georgetown University’s Program of Comparative Business at Oxford University in England. He holds the Chartered
Financial Analyst designation and is a member of CFA Society Virginia.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryNontraditional Bond
Fund familyWilbanks Smith & Thomas
Net assets147.49M
YTD return0.06%
Yield4.50%
Morningstar rating★★★★
Inception date29 Sept 2014
Fund operations
Last dividend0.09
Last cap gain-3.00
Holdings turnover879.00%
Average for categoryN/A
Fees and expenses
ExpenseWAMBXCategory average
Annual report expense ratio (net)1.70%1.23%
Prospectus net expense ratio1.70%N/A
Prospectus gross expense ratio1.74%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A4.11%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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