VASDX Mutual Fund

VASDX Mutual Fund (Vela Short Duration Fund Class A) is managed by VELA Funds with $114,082.68 in net assets. VASDX expense ratio is 0.89%, holding 126 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2023-12-15.

VASDX performance shows a YTD return of 1.31%. The 1-year return is 3.53%. VASDX dividend yield stands at 3.76%, paid monthly.

VASDX top holdings include First Am Treas Obli-X (4.4%), Cantor Fitzgerald Lp Sr Unsecured 144A 12/28 7.2 (1.2%), Essent Group Ltd. 6.25 2029-07-01 (1.2%), Royal Caribbean 6.25% 03/15/32 (1.2%), Mgic Investment Corp Sr Unsecured 08/28 5.25 (1.1%). Go to all VASDX holdings, VASDX sectors, or VASDX dividends.

VASDX can be compared against other funds. Use VASDX overlap to find shared positions, or VASDX vs another fund for a side-by-side view. VASDX alternatives are available via the screener, along with tax-loss harvesting opportunities.