VESDX Mutual Fund

VESDX Mutual Fund (Vela Short Duration Fund Class I) is managed by VELA Funds with $46.8M in net assets. VESDX expense ratio is 0.64%, holding 126 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2023-12-15.

VESDX performance shows a YTD return of 1.45%. The 1-year return is 3.79%. VESDX dividend yield stands at 3.99%, paid monthly.

VESDX 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 VESDX holdings, VESDX sectors, or VESDX dividends.

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