VSMMX – VELA Small-Mid Cap I Investment Strategy

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
VSMMX	VELA Small-Mid Cap Fund Class I	Institutional	Open	—	—	Dec 15, 2025	$9.27M	1.040%	High	$2,500	—

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VELA Small-Mid Cap Fund Class I VSMMX Strategy

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