Vela Small Cap Fund Quote
| VESMX Fund | USD 18.34 0.24 1.33% |
PerformanceVery Weak
| Odds Of DistressLow
|
Vela Small is trading at 18.34 as of the 18th of March 2025; that is 1.33 percent increase since the beginning of the trading day. The fund's open price was 18.1. Vela Small has about a 21 % 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 18th of December 2024 and ending today, the 18th of March 2025. Click here to learn more.
The fund, under normal market conditions, invests at least 80 percent of its net assets in U.S. equity securities with small market capitalizations that the Adviser believes are undervalued. Equity securities consist of common and preferred stocks. Small cap companies are defined by the Adviser as companies with market capitalizations in the range of those market capitalizations of companies included in the Russell 2000 Index at the time of purchase.. More on Vela Small Cap
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Vela Mutual Fund Highlights
| Fund Concentration | VELA Funds, Large Funds, Small Blend Funds, Small Blend, VELA Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Vela Small Cap [VESMX] is traded in USA and was established 18th of March 2025. Vela Small is listed under VELA Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of VELA Funds family. Vela Small Cap at this time has accumulated 82.22 M in net assets with no minimum investment requirements with the current yeild of 0.0%.
Check Vela Small 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 Small 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 Small Cap Mutual Fund Constituents
| HBI | Hanesbrands | Stock | Consumer Discretionary | |
| WASH | Washington Trust Bancorp | Stock | Financials | |
| TPL | Texas Pacific Land | Stock | Energy | |
| SEB | Seaboard | Stock | Consumer Staples | |
| OZK | Bank Ozk | Stock | Financials | |
| NVST | Envista Holdings Corp | Stock | Health Care | |
| LOB | Live Oak Bancshares | Stock | Financials | |
| KEX | Kirby | Stock | Industrials |
Vela Small Cap Risk Profiles
| Mean Deviation | 0.7833 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.05 | |||
| Risk Adjusted Performance | (0.1) |
Vela Small Against Markets
Other Information on Investing in Vela Mutual Fund
Vela Small 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 Small security.
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| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |