VESDX Mutual Fund
VESDX Mutual Fund
Vela Short Duration Fund Class I
VESDX Mutual Fund Overview
VESDX Mutual Fund (Vela Short Duration Fund Class I) is managed by VELA Funds with $46.5M in net assets. VESDX expense ratio is 0.64%, holding 126 positions across sectors including Financials, Other, Industrials. Inception date: 2023-12-15.
VESDX performance shows a YTD return of 1.40%. The 1-year return is 4.01%. VESDX dividend yield stands at 4.01%, paid monthly.
VESDX top holdings include First American Treasury Obligations Fund (4.4%), Cantor Fitzgerald Lp Sr Unsecured 144A 12/28 7.2 (1.2%), Essent Group Ltd 6.25% 07/01/2029 (1.2%), Royal Caribbean 6.25% 03/15/32 (1.2%), Mgic Investment Corp (1.1%). View all VESDX holdings, sector breakdown, or dividend history.
VESDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VESDX alternatives are available via the screener, along with tax-loss harvesting opportunities.