Vela Large Cap Fund Quote
| VELAX Fund | USD 18.15 0.03 0.17% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Vela Large is trading at 18.15 as of the 28th of November 2024; that is 0.17% down since the beginning of the trading day. The fund's open price was 18.18. Vela Large has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Vela Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. 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 Blend Funds, Large Blend, VELA Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Vela Large Cap [VELAX] is traded in USA and was established 28th of November 2024. 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 no minimum investment requirements
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
| IWB | iShares Russell 1000 | Etf | Large Blend | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| QQQ | Invesco QQQ Trust | Etf | Large Growth | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| NOC | Northrop Grumman | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology | |
| MET | MetLife | Stock | Financials | |
| MDT | Medtronic PLC | Stock | Health Care |
Vela Large Cap Risk Profiles
| Mean Deviation | 0.3838 | |||
| Semi Deviation | 0.3375 | |||
| Standard Deviation | 0.5024 | |||
| Variance | 0.2524 |
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.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |