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RidgeWorth Conservative Allc Strat C Fund (SCCLX)

Fund performance review and position details on RidgeWorth Conservative Allc Strat C Fund (SCCLX)

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

RidgeWorth Conservative Allc Strat C Fund (SCCLX) HighlightRidgeWorth Conservative Allc Strat C Fund (SCCLX) Fund Summary

RidgeWorth Conservative Allc Strat C Fund (SCCLX) statistics as of May 30, 2016

Category: Allocation--30% to 50% Equity
Fund Family: RidgeWorth
Net Asset: $64.87M
Yield: 0.82%
Year-to-Date Return: 1.61%
Morningstar rating: 3

 

RidgeWorth Conservative Allc Strat C Fund (SCCLX) CostRidgeWorth Conservative Allc Strat C Fund (SCCLX) Cost

RidgeWorth Conservative Allc Strat C Fund (SCCLX) various investment related cost

Initial Investment: 5,000
Total Expense Ratio (Allocation--30% to 50% Equity average): 1.30% (0.81%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 1.00%
Annual Holdings Turnover: 40.00%

 

RidgeWorth Conservative Allc Strat C Fund (SCCLX) PerformanceRidgeWorth Conservative Allc Strat C Fund (SCCLX) Performance

Most current RidgeWorth Conservative Allc Strat C Fund (SCCLX) Performance

1-month Performance (Allocation--30% to 50% Equity category median performance): 0.50% (0.43%)
3-month Performance (Allocation--30% to 50% Equity category median performance): 3.81% (5.34%)
1 Year Performance (Allocation--30% to 50% Equity category median performance): -1.88% (-1.15%)
3 Year Performance (Allocation--30% to 50% Equity category median performance): 3.11% (3.44%)
5 Year Performance (Allocation--30% to 50% Equity category median performance): 3.43% (4.31%)
Number of Years of positive return: 8 years
Number of Years of negative return: 2 years
3 year Alpha (Allocation--30% to 50% Equity category average): 2.19 (-0.68)
3 year Beta (Allocation--30% to 50% Equity category average): 0.18 (0.77)
3 year Sharpe Ratio: 0.63
3 year Treynor: 16.89

RidgeWorth Conservative Allc Strat C Fund (SCCLX) topholdingTop Stock Holdings in RidgeWorth Conservative Allc Strat C Fund (SCCLX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
RidgeWorth Seix Total Return Bond IS28.48%N/A
iShares Core US Aggregate Bond28.25%N/A
RidgeWorth Large Cap Growth Stock IS11.5%N/A
RidgeWorth Large Cap Value Equity IS8.48%N/A
RidgeWorth Seix US GovSec Ultr-Shrt Bd I4.11%N/A
RidgeWorth Mid-Cap Value Equity IS3.16%N/A
iShares Currency Hedged MSCI EAFE2.76%N/A
RidgeWorth International Equity IS1.9%N/A
RidgeWorth Seix Corporate Bond Instl1.7%N/A
VanEck Vectors Gold Miners ETF1.19%N/A
*Note: The price change will reset to 0 after the midnight

 

RidgeWorth Conservative Allc Strat C Fund (SCCLX) Portfolio AllocationRidgeWorth Conservative Allc Strat C Fund (SCCLX) Fund Portfolio Allocation

RidgeWorth Conservative Allc Strat C Fund (SCCLX) Fund Portfolio Allocation data as of 04/2016

Stock30.65%
Bond58.91%
Cash10.08%
Other0.19%

 

RidgeWorth Conservative Allc Strat C Fund (SCCLX) CompareCompare with other Allocation--30% to 50% Equity category mutual funds

Below are some additional Allocation--30% to 50% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
RidgeWorth Conservative Allc Strat C-1.883.113.43
Hartford Balanced Income I (HBLIX)3.656.257.99 Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)0.124.475.27 Compare
Berwyn Income (BERIX)0.444.235.21 Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

RidgeWorth Conservative Allc Strat C Fund (SCCLX) PerformanceOther Financial Data Web Sites on RidgeWorth Conservative Allc Strat C Fund (SCCLX)

Addition research sites for RidgeWorth Conservative Allc Strat C Fund (SCCLX)

 

RidgeWorth Conservative Allc Strat C Fund (SCCLX) Related ResourcesSee more information on RidgeWorth Conservative Allc Strat C (SCCLX) Fund

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