VELIX Mutual Fund (VELA Large Cap Plus Fund Class I) is managed by VELA Funds with $68.0M in net assets. VELIX expense ratio is 1.02%, holding 120 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2020-09-30.

VELIX performance shows a YTD return of -1.06%. The 1-year return is 4.32% and the 5-year return is 7.43%. VELIX dividend yield stands at 7.19%, paid annually.

VELIX top holdings include First American Treasury Obligations Fund (7.3%), 'alphabet Inc., Class 'a'' (4.9%), Amazon.Com Inc (4.7%), Microsoft Corp 4.100 Feb 06 37 (4.4%), JOHNSON AND JOHNSON (3.6%). View all VELIX holdings, sector breakdown, or dividend history.

VELIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VELIX alternatives are available via the screener, along with tax-loss harvesting opportunities.