VESMX Mutual Fund

VESMX Mutual Fund (VELA Small Cap Fund Class I) is managed by VELA Funds with $155.8M in net assets. VESMX expense ratio is 1.09%, holding 76 positions across sectors including Industrials, Information Technology, Energy. Inception date: 2020-09-30.

VESMX performance shows a YTD return of 9.30%. The 1-year return is 20.62% and the 5-year return is 8.30%. VESMX dividend yield stands at 0.94%, paid annually.

VESMX top holdings include Worthington Industries Inc (4.0%), Criteo S.A. American Depositary Shares, Each Representing One Ordinary Share, Nominal Value ‚0.025 Per Share (3.9%), Kirby Corp (3.9%), Hub Group Inc (3.0%), Jack Henry & Associates Inc (2.9%). Go to all VESMX holdings, VESMX sectors, or VESMX dividends.

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