VESMX Mutual Fund

VESMX Mutual Fund (VELA Small Cap Fund Class I) is managed by VELA Funds with $151.9M in net assets. VESMX expense ratio is 1.08%, holding 78 positions across sectors including Industrials, Information Technology, Energy. Inception date: 2020-09-30.

VESMX performance shows a YTD return of 0.58%. The 1-year return is 6.73% and the 5-year return is 7.89%. VESMX dividend yield stands at 1.00%, paid annually.

VESMX top holdings include Kirby Corp (4.3%), Worthington Industries Inc (4.2%), Zebra Technologies Corp (3.3%), Criteo S.A. American Depositary Shares, Each Representing One Ordinary Share, Nominal Value ‚0.025 Per Share (3.2%), Jack Henry & Associates Inc (3.2%). 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.