VELA International Fund

Shareclass

VELA International I (VEITX)

Type

Open-end mutual fund

Manager

VELA Funds

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

24.2

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 835 out of 1,100 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. WPP PLC
1.4% of assets
$785,814 invested
2. JDE Peets NV Ordinary Shares
2.13% of assets
$1.19M invested
3. Michelin
1.83% of assets
$1.02M invested
4. TotalEnergies SE
2.49% of assets
$1.39M invested
5. Compagnie Financiere Richemont SA Class A
1% of assets
$558,731 invested
6. Criteo SA ADR
2.67% of assets
$1.49M invested
7. Svenska Handelsbanken AB Class A
1.88% of assets
$1.05M invested
8. ING Groep NV
2.16% of assets
$1.21M invested
9. Roche Holding AG
2.18% of assets
$1.22M invested
10. Fuchs SE Registered Shares
1.57% of assets
$878,864 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Alamos Gold Inc Class A
2.43% of assets
$1.36M invested
2. Toray Industries Inc
1.4% of assets
$786,079 invested
3. Duerr AG
2.06% of assets
$1.15M invested
4. Loomis AB Class B
1.52% of assets
$850,704 invested
5. WH Group Ltd Shs Unitary 144A/Reg S
2.62% of assets
$1.47M invested
6. The Swatch Group AG Bearer Shares
1.73% of assets
$965,908 invested
7. Honda Motor Co Ltd
1.19% of assets
$665,295 invested
8. Parkland Corp
1.72% of assets
$963,798 invested
9. Indivior PLC Ordinary Share
1.3% of assets
$729,640 invested
10. Nintendo Co Ltd
1.49% of assets
$836,315 invested

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Financial performance

Performance data provided by

Find more financial data on VEITX at Morningstar.com

Gender Equality and Returns

Returns chart for VELA International Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

VEITX

VELA International Fund

Family

VELA Funds

Category

Foreign Small/Mid Value

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 3-yr returns

2.11% more in annualized returns

Lower overall gender equality score

5 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

3 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

VEITX

VELA International Fund

Family

VELA Funds

Category

Foreign Small/Mid Value

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 3-yr returns

2.11% more in annualized returns

Lower overall gender equality score

5 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

3 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

VEITX

VELA International Fund

Family

VELA Funds

Category

Foreign Small/Mid Value

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 3-yr returns

2.11% more in annualized returns

Lower overall gender equality score

5 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

3 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
VEITX - VELA International Fund

15%

10%

52 / 100 points

Benchmark

13%

8.32%

10%

4.72%

57 / 100 points

Fund compared to benchmark

2.33%

2.11%

5 / 100 points lower

Find more financial data on VEITX at Morningstar.com

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