VESAX Mutual Fund
VESAX Mutual Fund
VELA Small Cap Fund Class A
VESAX Mutual Fund Overview
VESAX Mutual Fund (VELA Small Cap Fund Class A) is managed by VELA Funds with $28.3M in net assets. VESAX expense ratio is 1.34%, holding 76 positions across sectors including Industrials, Energy, Consumer Discretionary. Inception date: 2020-09-30.
VESAX performance shows a YTD return of 6.02%. The 1-year return is 15.70% and the 5-year return is 6.98%. VESAX dividend yield stands at 0.95%, paid annually.
VESAX top holdings include Kirby Corp (5.1%), Worthington Ente (4.2%), Criteo Sa Spon Adr Adr Eur.025 (4.1%), Murphy Usa Inc (3.1%), Wix.com Ltd (3.1%). View all VESAX holdings, sector breakdown, or dividend history.
VESAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VESAX alternatives are available via the screener, along with tax-loss harvesting opportunities.