VMAVX Mutual Fund

VMAVX Mutual Fund

NAV$11.35
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Fund Essentials - as of Jul 31, 2026

Net Assets
-
Expense Ratio
0.89%
Dividend Yield (Current)
9.92%
Holdings
4
Inception Date
Sep 4, 2024
Fund Family
Venerable
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+5.35%
1 Year+11.20%

Asset Allocation

Other: 100.00%
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Top Holdings

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TickerNameWeight
VVEIXVenerable Us Large Cap Core Equity Fund30.30%
-Venerable Us Large Cap Strategic Equity Fund30.30%
-Venerable High Yield Fund19.84%
-Venerable Strategic Bond Fund19.57%
Top 10 Concentration: 100.01%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
9.92%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

VMAVX Mutual Fund Overview

VMAVX Mutual Fund (Venerable Moderate Allocation Fund Class V) is managed by Venerable. VMAVX expense ratio is 0.89%, holding 4 positions across various sectors. Inception date: 2024-09-04.

VMAVX performance shows a YTD return of 5.35%. The 1-year return is 11.20%. VMAVX dividend yield stands at 9.92%, paid annually.

VMAVX top holdings include Venerable Us Large Cap Core Equity Fund (30.3%), Venerable Us Large Cap Strategic Equity Fund (30.3%), Venerable High Yield Fund (19.8%), Venerable Strategic Bond Fund (19.6%). Go to all VMAVX holdings, VMAVX sectors, or VMAVX dividends.

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