U
VELA Small-Mid Cap Fund Class I VSMMX
NASDAQ
Recommendation
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NAV
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Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Institutional Only, Automatic Investment Plan, Phone Exchange, Wire Redemption
Top Holdings
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Performance
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Forward Dividend Yield
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Company Information
Provider
VELA Funds
Manager/Tenure
(Years)
Jason Downey (0), Jeannette M Hubbard (0)
Website
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Address
VELA Funds
NEW ALBANY OH - 43054
Country
United States
Phone Number
614-653-2178
Investment Strategy
The investment seeks to provide long-term capital appreciation. The fund, under normal market conditions, invests at least 80% of its net assets in U.S. equity securities with small-mid market capitalizations. The fund may sell (write) covered call options to generate additional income or hedge exposure.