Vela Large is trading at 18.30 as of the 26th of November 2024; that is 0.55 percent increase since the beginning of the trading day. The fund's open price was 18.2. Vela Large has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 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 7th of December 2022 and ending today, the 26th 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
Vela Large Cap [VELIX] is traded in USA and was established 26th 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 minimum initial investment of 2.5 K. with the current yeild of 0.0%.
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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.
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.