Vela Large Cap Fund Quote
| VELIX Fund | USD 16.64 0.07 0.42% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Vela Large is trading at 16.64 as of the 4th of January 2025; that is 0.42 percent decrease since the beginning of the trading day. The fund's open price was 16.71. Vela Large has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 5th of November 2024 and ending today, the 4th of January 2025. Click here to learn more.
The fund, under normal market conditions, invests at least 80 percent 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 percent - 100 percent . More on Vela Large Cap
Moving together with Vela Mutual Fund
Moving against Vela Mutual Fund
Vela Mutual Fund Highlights
| Fund Concentration | VELA Funds, Large Value Funds, Large Blend Funds, Large Blend, VELA Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Vela Large Cap [VELIX] is traded in USA and was established 4th of January 2025. Vela Large is listed under VELA Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of VELA Funds family. Vela Large Cap at this time has accumulated 60.56 M in net assets with minimum initial investment of 2.5 K. with the current yeild of 0.0%.
Check Vela Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vela Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vela Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vela Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vela Large Cap Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| AIG | American International Group | Stock | Financials | |
| BAC | Bank of America | Stock | Financials | |
| BKR | Baker Hughes Co | Stock | Energy | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| HUM | Humana Inc | Etf | Health Care | |
| IWB | iShares Russell 1000 | Etf | Large Blend |
Vela Large Cap Risk Profiles
| Mean Deviation | 0.477 | |||
| Standard Deviation | 0.916 | |||
| Variance | 0.8391 | |||
| Risk Adjusted Performance | (0.09) |
Vela Large Against Markets
Other Information on Investing in Vela Mutual Fund
Vela Large financial ratios help investors to determine whether Vela Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vela with respect to the benefits of owning Vela Large security.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |