VELAX Mutual Fund

VELAX Mutual Fund (VELA Large Cap Plus Fund Class A) is managed by VELA Funds with $421,333.91 in net assets. VELAX expense ratio is 1.27%, holding 120 positions across sectors including Financials, Information Technology, Consumer Discretionary. 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 7.94%. VELAX dividend yield stands at 6.68%, paid annually.

VELAX top holdings include First Am Treas Obli-X (9.6%), Amazon.Com Inc (5.3%), Alphabet Inc,class A (5.0%), Microsoft Corp (4.4%), Johnson & Johnson - Common (2.8%). 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.