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VELAX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

VELA Large Cap Plus A (VELAX) Ownership - Who owns VELA Large Cap Plus A?

The investment seeks to provide long-term capital appreciation... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
VELA Funds220 MARKET STREETNEW ALBANY
Phone
614-653-2178
Web
N/A

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
1.28
Min. Initial Investment
1000.00
Fund Existence
about 5 years
Turnover
62.00
Front Load
5.00
Net Assets
68632000.00
Manager Tenure
N/A

Fundamentals

VELAX
Net Assets
68.6M
Fund Existence
about 5 years
Turnover
62.00
Total Expense Ratio
1.28
Front Load
5.00%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.28
Assets in Top Ten Holdings
20.9M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
550K
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.60
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
99.00
Number of Net Holdings
129.00
Number of Short Holdings
30.00
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
35.16%
Gain YTD
4.846
Annual Yield % from dividends
0.01
Returns for 1 year
-2.74
Returns for 3 years
31.45
Returns for 5 years
68.08
Returns for 10 years
N/A
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These past five trading days, the mutual fund lost 0.00%.
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
VELA Funds220 MARKET STREETNEW ALBANY
Phone
614-653-2178
Web
N/A