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 $159.6M 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 6.19%. The 1-year return is 16.06% and the 5-year return is 7.25%. VESMX dividend yield stands at 0.95%, paid annually.
VESMX top holdings include Kirby Corp (5.1%), Worthington Ente (4.2%), Criteo Sa Spon Adr Adr Eur.025 (4.1%), Murphy Usa Inc (3.1%), Wix.com Ltd (3.1%). View all VESMX holdings, sector breakdown, or dividend history.
VESMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VESMX alternatives are available via the screener, along with tax-loss harvesting opportunities.