VESAX Mutual Fund

VESAX Mutual Fund (VELA Small Cap Fund Class A) is managed by VELA Funds with $28.5M 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 9.11%. The 1-year return is 20.27% and the 5-year return is 8.02%. VESAX dividend yield stands at 0.93%, paid annually.

VESAX top holdings include Kirby Corp (5.1%), Worthington Industries Inc (4.2%), Criteo S.A. American Depositary Shares, Each Representing One Ordinary Share, Nominal Value ‚0.025 Per Share (4.1%), Murphy Usa Inc (3.1%), Wix.Com Ltd. Ordinary Shares (3.1%). Go to all VESAX holdings, VESAX sectors, or VESAX dividends.

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