VIOIX Mutual Fund

VIOIX Mutual Fund (VELA Income Opportunities Fund Class I) is managed by VELA Funds with $43.5M in net assets. VIOIX expense ratio is 0.84%, holding 124 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2022-03-31.

VIOIX performance shows a YTD return of 5.75%. The 1-year return is 10.44%. VIOIX dividend yield stands at 3.60%, paid monthly.

VIOIX top holdings include First Am Treas Obli-X (3.4%), Greenbrier Cos Inc/the (2.3%), Copa Holdings, S.A. Class A Common Stock (2.2%), Pepsico Inc. (2.0%), Accenture Plc-Cl A (1.7%). Go to all VIOIX holdings, VIOIX sectors, or VIOIX dividends.

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