VELA International A (VEILX)
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VELA International A
SUITE 208
220 MARKET STREET
VELA Funds
614-653-2178
Management Information
,Lead Manager since September 29, 2020
Bob Sharpe is Portfolio Manager of the International Strategy and a Research Analyst. Prior to joining VELA, Bob served as a Partner, Vice President, and Portfolio Manager of the International Value Fund at Heartland Advisors, Inc. Bob has industry experience since 1984, including Capital Group and STRS Ohio, where he held multiple roles with his final position being Portfolio Manager and Director of International Investments.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryForeign Large Blend
Fund FamilyVELA Funds
Net Assets46.05M
YTD Return0.78%
Yield2.12%
Morningstar Rating★★★★
Inception DateSept 29, 2020
Fund Operations
Last Dividend0.27
Last Cap Gain-15.00
Holdings Turnover18.00%
Average for CategoryN/A
Fees & Expenses
ExpenseVEILXCategory Average
Annual Report Expense Ratio (net)1.40%0.92%
Prospectus Net Expense Ratio1.40%N/A
Prospectus Gross Expense Ratio1.40%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.28%
Max Deferred Sales LoadN/A1.46%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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