VELAX Mutual Fund
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 $413,844.62 in net assets. VELAX expense ratio is 1.27%, holding 120 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2020-09-30.
VELAX performance shows a YTD return of 3.16%. The 1-year return is 8.52% and the 5-year return is 7.93%. VELAX dividend yield stands at 6.80%, paid annually.
VELAX top holdings include First Am Treas Obli-X (7.3%), Alphabet Inc Common Stock USD 0.001 (4.9%), Amazon.Com Inc (4.7%), Microsoft Corp (4.4%), Johnson & Johnson - Common (3.6%). Go to all VELAX holdings, VELAX sectors, or VELAX dividends.
VELAX can be compared against other funds. Use VELAX overlap to find shared positions, or VELAX vs another fund for a side-by-side view. VELAX alternatives are available via the screener, along with tax-loss harvesting opportunities.