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) 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) 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) 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

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

See stock holding change map for more historic information

Stock	Weighting	Price change (15 mins delay)
RidgeWorth Seix Total Return Bond IS	19.58%	N/A
iShares Core US Aggregate Bond	19.51%	N/A
RidgeWorth Large Cap Growth Stock IS	18.73%	N/A
RidgeWorth Large Cap Value Equity IS	13.81%	N/A
RidgeWorth Mid-Cap Value Equity IS	5.15%	N/A
iShares Currency Hedged MSCI EAFE	4.49%	N/A
RidgeWorth International Equity IS	3.09%	N/A
RidgeWorth Seix US GovSec Ultr-Shrt Bd I	2.83%	N/A
VanEck Vectors Gold Miners ETF	1.94%	N/A
RidgeWorth Small Cap Value Equity I	1.29%	N/A

*Note: The price change will reset to 0 after the midnight

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

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

Stock	50.43%
Bond	41.02%
Cash	8.31%
Other	0.16%

Compare 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

Fund	1 Year	3 year	5 year
RidgeWorth Moderate Allocation Strat I	-2.32	5.06	5.24
American Funds American Balanced R6 (RLBGX)	3.32	8.28	9.60	Compare
Thrivent Balanced Income Plus I (IBBFX)	-0.55	6.37	6.46	Compare
Pioneer Classic Balanced Y (AYBLX)	-2.02	6.89	7.06	Compare

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

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.