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VELIX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

VELIX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Salesforce (NYSE:CRM), Enterprise Products Partners LP (NYSE:EPD), Energy Transfer LP (NYSE:ET), Nutanix (NASDAQ:NTNX).

Industry description

The investment seeks to provide long-term capital appreciation. The fund, under normal market conditions, invests at least 80% of its net assets in long and short positions in U.S. equity securities with large market capitalizations. Equity securities consist of common and preferred stocks. Under normal market conditions, the adviser intends to maintain its net exposure in the range of 80% - 100% (long market value minus short market value). However, the long and short positions held by the fund will vary in size as market opportunities change.

Market Cap

The average market capitalization across the VELA Large Cap Plus I MF is 1.17T. The market cap for tickers in the group ranges from 15.23B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NTNX at 15.23B.

Volume

The average weekly volume growth across all stocks in the VELA Large Cap Plus I MF was 34%. For the same stocks of the MF, the average monthly volume growth was 86% and the average quarterly volume growth was 85%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 50
P/E Growth Rating: 71
Price Growth Rating: 39
SMR Rating: 46
Profit Risk Rating: 20
Seasonality Score: 11 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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