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RidgeWorth Moderate Allocation Strat I Fund (CLVBX)

Fund performance review and position details on RidgeWorth Moderate Allocation Strat I Fund (CLVBX)

    Last Trade: $ on , Change: (0%)

RidgeWorth Moderate Allocation Strat I Fund (CLVBX) HighlightRidgeWorth Moderate Allocation Strat I Fund (CLVBX) Fund Summary

RidgeWorth Moderate Allocation Strat I Fund (CLVBX) statistics as of May 30, 2016

Category: Allocation--50% to 70% Equity
Fund Family: RidgeWorth
Net Asset: $68.24M
Yield: 1.66%
Year-to-Date Return: 1.43%
Morningstar rating: 4

 

RidgeWorth Moderate Allocation Strat I Fund (CLVBX) CostRidgeWorth Moderate Allocation Strat I Fund (CLVBX) Cost

RidgeWorth Moderate Allocation Strat I Fund (CLVBX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Allocation--50% to 70% Equity average): 0.50% (0.85%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 26.00%

 

RidgeWorth Moderate Allocation Strat I Fund (CLVBX) PerformanceRidgeWorth Moderate Allocation Strat I Fund (CLVBX) Performance

Most current RidgeWorth Moderate Allocation Strat I Fund (CLVBX) Performance

1-month Performance (Allocation--50% to 70% Equity category median performance): 0.88% (0.73%)
3-month Performance (Allocation--50% to 70% Equity category median performance): 5.50% (6.47%)
1 Year Performance (Allocation--50% to 70% Equity category median performance): -2.32% (-1.86%)
3 Year Performance (Allocation--50% to 70% Equity category median performance): 5.06% (5.29%)
5 Year Performance (Allocation--50% to 70% Equity category median performance): 5.24% (5.94%)
Number of Years of positive return: 14 years
Number of Years of negative return: 4 years
3 year Alpha (Allocation--50% to 70% Equity category average): 3.74 (0.36)
3 year Beta (Allocation--50% to 70% Equity category average): 0.27 (1.03)
3 year Sharpe Ratio: 0.72
3 year Treynor: 18.46

RidgeWorth Moderate Allocation Strat I Fund (CLVBX) topholdingTop Stock Holdings in RidgeWorth Moderate Allocation Strat I Fund (CLVBX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
RidgeWorth Seix Total Return Bond IS19.58%N/A
iShares Core US Aggregate Bond19.51%N/A
RidgeWorth Large Cap Growth Stock IS18.73%N/A
RidgeWorth Large Cap Value Equity IS13.81%N/A
RidgeWorth Mid-Cap Value Equity IS5.15%N/A
iShares Currency Hedged MSCI EAFE4.49%N/A
RidgeWorth International Equity IS3.09%N/A
RidgeWorth Seix US GovSec Ultr-Shrt Bd I2.83%N/A
VanEck Vectors Gold Miners ETF1.94%N/A
RidgeWorth Small Cap Value Equity I1.29%N/A
*Note: The price change will reset to 0 after the midnight

 

RidgeWorth Moderate Allocation Strat I Fund (CLVBX) Portfolio AllocationRidgeWorth Moderate Allocation Strat I Fund (CLVBX) Fund Portfolio Allocation

RidgeWorth Moderate Allocation Strat I Fund (CLVBX) Fund Portfolio Allocation data as of 04/2016

Stock50.43%
Bond41.02%
Cash8.31%
Other0.16%

 

RidgeWorth Moderate Allocation Strat I Fund (CLVBX) CompareCompare with other Allocation--50% to 70% Equity category mutual funds

Below are some additional Allocation--50% to 70% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
RidgeWorth Moderate Allocation Strat I-2.325.065.24
American Funds American Balanced R6 (RLBGX)3.328.289.60 Compare
Thrivent Balanced Income Plus I (IBBFX)-0.556.376.46 Compare
Pioneer Classic Balanced Y (AYBLX)-2.026.897.06 Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

RidgeWorth Moderate Allocation Strat I Fund (CLVBX) PerformanceOther Financial Data Web Sites on RidgeWorth Moderate Allocation Strat I Fund (CLVBX)

Addition research sites for RidgeWorth Moderate Allocation Strat I Fund (CLVBX)

 

RidgeWorth Moderate Allocation Strat I Fund (CLVBX) Related ResourcesSee more information on RidgeWorth Moderate Allocation Strat I (CLVBX) Fund

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