VELIX Mutual Fund
VELIX Mutual Fund
VELIX Mutual Fund
VELA Large Cap Plus Fund Class I
VELIX Mutual Fund Overview
VELIX Mutual Fund (VELA Large Cap Plus Fund Class I) is managed by VELA Funds with $69.5M in net assets. VELIX expense ratio is 1.02%, holding 120 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2020-09-30.
VELIX performance shows a YTD return of 3.31%. The 1-year return is 8.80% and the 5-year return is 8.21%. VELIX dividend yield stands at 6.89%, paid annually.
VELIX 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 VELIX holdings, VELIX sectors, or VELIX dividends.
VELIX can be compared against other funds. Use VELIX overlap to find shared positions, or VELIX vs another fund for a side-by-side view. VELIX alternatives are available via the screener, along with tax-loss harvesting opportunities.