Nasdaq - Delayed Quote USD
VELA Large Cap Plus I (VELIX)
16.67
-0.24
(-1.42%)
At close: 6:07:47 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- Schwab Institutional
- Vanguard
- Vanguard NTF
- Commonwealth Universe
- Mid Atlantic Capital Group
- Vanguard TF
- Schwab All (Retail, Instl, Retirement)
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Large Blend |
| Fund Family | VELA Funds |
| Net Assets | 66.71M |
| YTD Return | -3.67% |
| Yield | 0.28% |
| Morningstar Rating | |
| Inception Date | Sep 30, 2020 |
Performance & Risk
| YTD Return | 1.80% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 28 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.71 |
| Morningstar Risk Rating |
Related Tickers
FGADX Franklin Gold and Precious Metals Adv
29.64
+3.02%
FRGOX Franklin Gold and Precious Metals C
23.20
+3.02%
FKRCX Franklin Gold and Precious Metals A
26.98
+3.02%
FGPMX Franklin Gold and Precious Metals R6
30.13
+3.01%
INIYX VanEck International Investors Gold Y
16.09
+2.16%
INIIX VanEck International Investors Gold I
21.98
+2.14%
INIVX VanEck International Investors Gold A
15.49
+2.11%
USERX U.S. Global Investors Gold & Precious Metals Fund
16.61
+2.09%
FEGIX First Eagle Gold I
36.99
+1.96%
FEURX First Eagle Gold R6
37.10
+1.95%
CVISX Causeway International Small Cap Inv
15.19
+0.80%
CIISX Causeway International Small Cap Instl
15.21
+0.80%
WFEMX WCM Focused Emerging Markets Investor
16.18
+0.68%
WCMEX WCM Focused Emerging Markets Instl
16.42
+0.67%
BIIEX Brandes International Equity Fund
24.99
+0.60%
BIERX Brandes International Equity Fund
25.22
+0.60%
BIECX Brandes International Equity Fund
24.18
+0.58%
CPAEX Counterpoint Tactical Equity A
22.66
+0.58%
CPCEX Counterpoint Tactical Equity C
21.13
+0.57%
BIEAX Brandes International Equity Fund
24.71
+0.57%
CPIEX Counterpoint Tactical Equity I
23.18
+0.56%
GIEZX GuideStone Funds International Eq Inv
16.01
+0.50%
MISMX Matthews EM Sm Coms Instl
24.05
+0.46%
MSMLX Matthews EM Sm Coms Inv
24.07
+0.46%
GIEYX GuideStone Funds International Eq Instl
16.05
+0.44%
KINCX Kinetics Internet Adv C
84.93
+0.40%
WWWFX Kinetics Internet No Load
116.21
+0.40%
KINAX Kinetics Internet Adv A
104.62
+0.39%
JAKRX JHancock Disciplined Value Glb L/S A
15.34
+0.39%
SEUPX NAA Mid Growth P
33.57
+0.39%
VAESX Virtus KAR Emerging Markets Small-Cap Fund
16.48
+0.37%
VIESX Virtus KAR Emerging Markets Small-Cap I
16.66
+0.36%
VRESX Virtus KAR Emerging Markets Small-Cap R6
16.85
+0.36%
JAKTX JHancock Disciplined Value Glb L/S C
15.29
+0.33%
JAKVX JHancock Disciplined Value Glb L/S R6
15.35
+0.33%
BLUEX AMG Veritas Global Real Return I
40.60
+0.32%
JAKUX JHancock Disciplined Value Glb L/S I
15.67
+0.32%
VCESX Virtus KAR Emerging Markets Small-Cap Fund
16.08
+0.31%
SAHMX SA International Value
15.18
+0.26%
RAIWX Manning & Napier Rainier Intl Discv W
26.22
0.00%
BINCX Brandes International Small Cap Equity Fund
21.87
+0.23%
BISMX Brandes International Small Cap Equity Fund
23.08
+0.22%
QLERX AQR Long-Short Equity R6
18.52
+0.22%
BISRX Brandes International Small Cap Equity Fund
23.25
+0.22%
AVALX Aegis Value I
44.28
+0.20%
YFSNX AMG Yacktman Global N
15.09
+0.20%
YFSIX AMG Yacktman Global I
15.14
+0.20%
BISAX Brandes International Small Cap Equity Fund
22.90
+0.17%
QLENX AQR Long-Short Equity N
17.82
+0.17%
QLEIX AQR Long-Short Equity I
18.33
+0.16%
GEMEX GMO Emerging Markets I
25.42
+0.12%
GEMNX GMO Emerging Markets R6
25.48
+0.12%
EACOX Eaton Vance Emerging and Frontier Countries Equity Fund
15.79
+0.06%
EICOX Eaton Vance Emerg & Frntr Countrs Eq I
15.93
+0.06%
VLPIX Virtus Duff & Phelps Sel MLP & Engy I
16.31
+0.06%
VLPAX Virtus Duff & Phelps Sel MLP & Engy A
16.47
+0.06%
GMOZX GMO High Yield I
17.16
+0.06%
GHVIX GMO High Yield VI
17.20
+0.06%
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
FCHKX Fidelity Advisor China Region C
39.72
+0.03%
FHKAX Fidelity Advisor China Region A
41.75
+0.02%
FHKIX Fidelity Advisor China Region I
42.04
+0.02%
FHKCX Fidelity China Region
42.37
+0.02%
SDIVX Stock Dividend
18.97
+0.02%
BGVIX Brandes Global Equity Fund
32.66
0.00%
GIFIX Guggenheim Floating Rate Strats Instl
23.96
0.00%
GIFSX Guggenheim Floating Rate Strats R6
23.97
0.00%
GMODX GMO Opportunistic Income Fund
24.32
0.00%
LPHAX BlackRock LifePath Dyn 2045 Investor A
18.36
0.00%
LPHIX BlackRock LifePath Dyn 2045 Instl
18.50
0.00%
LPHKX BlackRock LifePath Dyn 2045 K
18.82
0.00%
LPHRX BlackRock LifePath Dyn 2045 R
18.22
0.00%
LPJIX BlackRock LifePath Dyn 2035 Instl
16.22
0.00%
LPJKX BlackRock LifePath Dyn 2035 K
16.55
0.00%
LPREX BlackRock LifePath Dyn 2040 Investor A
15.01
0.00%
LPRFX BlackRock LifePath Dyn 2050 Investor A
23.43
0.00%
LPRPX BlackRock LifePath Dyn 2050 R
23.19
0.00%
LPSFX BlackRock LifePath Dyn 2040 K
18.07
0.00%
LPSGX BlackRock LifePath Dyn 2050 K
23.84
0.00%
LPVAX BlackRock LifePath Dyn 2055 Investor A
19.90
0.00%
LPVIX BlackRock LifePath Dyn 2055 Instl
20.11
0.00%
LPVKX BlackRock LifePath Dyn 2055 K
20.54
0.00%
LPVRX BlackRock LifePath Dyn 2055 R
19.77
0.00%
STLEX BlackRock LifePath Dynamic 2040 Fund
17.86
0.00%
STLFX BlackRock LifePath Dynamic 2050 Fund
23.65
0.00%
FSEAX Fidelity Emerging Asia
53.17
-0.02%
BGEAX Brandes Global Equity Fund
32.14
-0.03%
BGVCX Brandes Global Equity Fund
31.58
-0.03%
DRESX Driehaus Emerging Markets Small Cap Growth Fund
22.40
-0.04%
HMEZX NexPoint Merger Arbitrage Z
19.91
-0.05%
HMEAX NexPoint Merger Arbitrage A
19.49
-0.05%
PDEZX PGIM Jennison Emerging Markets Equity Opportunities Fund
18.35
-0.05%
NFRFX Nuveen Floating Rate Income R6
18.07
-0.06%
MOWIX Moerus Worldwide Value Institutional
18.02
-0.06%
NFRIX Nuveen Floating Rate Income I
17.99
-0.06%
NFRAX Nuveen Floating Rate Income A
17.97
-0.06%
WWWEX Kinetics Global No Load
17.83
-0.06%
FEDIX Fidelity Advisor Emerg Mkts Discv I
17.05
-0.06%
FIQGX Fidelity Advisor Emerg Mkts Discv Z
17.03
-0.06%
FEDTX Fidelity Advisor Emerg Mkts Discv M
16.89
-0.06%