VEAVX Mutual Fund

VEAVX Mutual Fund

NAV$12.53
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.87%
Dividend Yield (Current)
0.10%
Holdings
858
Inception Date
Sep 12, 2025
Fund Family
Venerable
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+19.63%

Asset Allocation

Stocks: 96.38%
Cash: 3.56%
Other: 0.06%
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Top Holdings

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TickerNameWeight
GVMXXState Street Institutional US Government Money Market Fund3.54%
AEISAdvanced Energy Industries, Inc.1.09%
BEBloom Energy Corporation Com Cl A0.99%
FN:KYFabrinet 0.72%
NVMINova Ltd Sedol 25777400.66%
Top 10 Concentration: 10.01%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
0.10%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

VEAVX Mutual Fund Overview

VEAVX Mutual Fund (Venerable US Small Cap Fund Class V) is managed by Venerable. VEAVX expense ratio is 0.87%, holding 858 positions across sectors including Industrials, Health Care, Financials. Inception date: 2025-09-12.

VEAVX performance shows a YTD return of 19.63%.. VEAVX dividend yield stands at 0.10%, paid annually.

VEAVX top holdings include State Street Institutional US Government Money Market Fund (3.5%), Advanced Energy Industries, Inc. (1.1%), Bloom Energy Corporation Com Cl A (1.0%), Fabrinet  (0.7%), Nova Ltd Sedol 2577740 (0.7%). Go to all VEAVX holdings, VEAVX sectors, or VEAVX dividends.

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