VELAX Mutual Fund
VELAX Mutual Fund
VELA Large Cap Plus Fund Class A
VELAX Mutual Fund Overview
VELAX Mutual Fund (VELA Large Cap Plus Fund Class A) is managed by VELA Funds with $411,176.79 in net assets. VELAX expense ratio is 1.27%, holding 120 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2020-09-30.
VELAX performance shows a YTD return of -1.19%. The 1-year return is 4.00% and the 5-year return is 7.15%. VELAX dividend yield stands at 7.10%, paid annually.
VELAX 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 VELAX holdings, sector breakdown, or dividend history.
VELAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VELAX alternatives are available via the screener, along with tax-loss harvesting opportunities.