VESMX Mutual Fund
VESMX Mutual Fund
VESMX Mutual Fund
VELA Small Cap Fund Class I
VESMX Mutual Fund Overview
VESMX Mutual Fund (VELA Small Cap Fund Class I) is managed by VELA Funds with $160.4M in net assets. VESMX expense ratio is 1.09%, holding 76 positions across sectors including Industrials, Energy, Consumer Discretionary. 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 8.29%. VESMX dividend yield stands at 0.92%, paid annually.
VESMX 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 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.