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Fund Intelligence | Best Managers | CLVBX Insights | CLVBX Score | CLVBX Performance | CLVBX News | CLVBX Allocation | CLVBX Holdings Change
RidgeWorth Moderate Allocation Strat I Fund (CLVBX)
Fund performance review and position details on RidgeWorth Moderate Allocation Strat I Fund (CLVBX)
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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% EquityFund 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: 0Total 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 |
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
Other Financial Data Web Sites on RidgeWorth Moderate Allocation Strat I Fund (CLVBX)
Addition research sites for RidgeWorth Moderate Allocation Strat I Fund (CLVBX)
- U.S. Securities and Exchange Commission Filing on RidgeWorth Moderate Allocation Strat I Fund (CLVBX)
- Google Finance page on RidgeWorth Moderate Allocation Strat I Fund (CLVBX)
- Morningstar page on RidgeWorth Moderate Allocation Strat I Fund (CLVBX)
- Yahoo Finance page on RidgeWorth Moderate Allocation Strat I Fund (CLVBX)
- MSN MoneyCentral Finance page on RidgeWorth Moderate Allocation Strat I Fund (CLVBX)
- Reuters Finance page on RidgeWorth Moderate Allocation Strat I Fund (CLVBX)
- Yahoo Message Board on RidgeWorth Moderate Allocation Strat I Fund (CLVBX)
 
See more information on RidgeWorth Moderate Allocation Strat I (CLVBX) Fund
Popular pages on RidgeWorth Moderate Allocation Strat I (CLVBX) Fund
- RidgeWorth Moderate Allocation Strat I (CLVBX) Fund Research and Recommendation
- RidgeWorth Moderate Allocation Strat I (CLVBX) Fund Performance Data
- RidgeWorth Moderate Allocation Strat I (CLVBX) Fund Manager Information
- Historic RidgeWorth Moderate Allocation Strat I (CLVBX) Fund Asset Allocation Report
- Historic RidgeWorth Moderate Allocation Strat I (CLVBX) Fund Top 10 Holding Tracking
- Historic RidgeWorth Moderate Allocation Strat I (CLVBX) Fund Asset Under Management Tracking