Nasdaq - Delayed Quote USD
VELA Income Opportunities A (VIOAX)
9.39
-0.11
(-1.16%)
At close: 8:07:19 AM EDT
Investment Information
- Min Initial Investment
- 2,500
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Vanguard
- Vanguard NTF
- Commonwealth Universe
- Mid Atlantic Capital Group
- Vanguard TF
- 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 income producing securities. The fund may invest in common equities of large, mid and small capitalization companies (both domestic and foreign, including American Depository Receipts (“ADRs”)), real estate investment trusts (“REITs”), preferred equity securities, convertible securities, and master limited partnerships (“MLPs”). The fund will limit its investments in MLPs to less than 25% of net assets.
Fund Overview
| Category | Allocation--70% to 85% Equity |
| Fund Family | VELA Funds |
| Net Assets | 31.27M |
| YTD Return | -2.69% |
| Yield | 3.83% |
| Morningstar Rating | |
| Inception Date | Mar 31, 2022 |
Performance & Risk
| YTD Return | 0.49% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
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