VELIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

VELA Large Cap Plus I (VELIX) Ownership - Who owns VELA Large Cap Plus I?

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

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

VELIX

Net Assets

64.4M

Fund Existence

over 4 years

Turnover

44.00

Total Expense Ratio

1.03

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.03

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

Fund Share Class Net Assets

63.8M

Fund Type

OpenEnd

Index Fund

Management Fee

0.60

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

80.00

Number of Net Holdings

120.00

Number of Short Holdings

40.00

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

31.74%

Gain YTD

-2.646

Annual Yield % from dividends

0.28

Returns for 1 year

-1.73

Returns for 3 years

15.92

Returns for 5 years

N/A

Returns for 10 years

N/A

View a ticker or compare two or three

Compare

Ad is loading...

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category LargeBlend

Profile

Fundamentals

Details