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Fund Intelligence | Best Managers | SCCTX Insights | SCCTX Score | SCCTX Performance | SCCTX Manager | SCCTX News | SCCTX Allocation | SCCTX Holdings Change

RidgeWorth Conservative Allc Strat I Fund (SCCTX)

Fund performance review and position details on RidgeWorth Conservative Allc Strat I Fund (SCCTX)

    Last Trade: $11.53 on 3/19/2010, Change: -0.01 (-0.09%)
Experiment our closing price forecasting tool for RidgeWorth Conservative Allc Strat I Fund (SCCTX) (alpha release)

  

RidgeWorth Conservative Allc Strat I Fund (SCCTX) Fund Statistics (February 28, 2010)

Category: Conservative Allocation
Net Asset: $15.19M
Yield: 2.84%
Year-to-Date Return: 0.44%
Morningstar rating: 5

RidgeWorth Conservative Allc Strat I Fund (SCCTX) Cost

Initial Investment: $0
Total Expense Ratio (Conservative Allocation average): 0.20% (0.85%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 48.00%

RidgeWorth Conservative Allc Strat I Fund (SCCTX) Performance

1-month Performance (Conservative Allocation category average): 1.07% (1.12%)
3-month Performance (Conservative Allocation category average): 0.98% (1.36%)
1 Year Performance (Conservative Allocation category average): 21.05% (30.03 %)
3 Year Performance (Conservative Allocation category average): 4.64% (0.52 %)
5 Year Performance (Conservative Allocation category average): 4.92% (2.86 %)
Best 3 year performance: 5.54%
Worst 3 year performance: 1.88%
Number of Years of positive return: 5 years
Number of Years of negative return: 1 years
3 year Alpha (Conservative Allocation category average): 2.95 (-0.68)
3 year Beta (Conservative Allocation category average): 0.47 (0.75)
3 year Sharpe Ratio: 0.44
3 year Treynor: 5.99

  

Most Recent Top 10 Stock Holdings in RidgeWorth Conservative Allc Strat I Fund (SCCTX) as of 31-Jan-10

[See Stock Holding Change Map]

StockWeightingPrice change (15 mins delay)
RidgeWorth Total Return Bond I30.98%N/A
RidgeWorth Intermediate Bond I12.27%N/A
RidgeWorth Large Cap Value Equity I6.13%N/A
RidgeWorth Large Cap Core Equity I5.36%N/A
RidgeWorth US Gov Sec Ultra-Short Bd I5.08%N/A
RidgeWorth Seix High Yield I4.58%N/A
RidgeWorth Corporate Bond I3.87%N/A
RidgeWorth Sel Large Cap Growth Stock I3.43%N/A
RidgeWorth Seix Floating RT High Inc I3.32%N/A
RidgeWorth Large Cap Growth Stock I2.64%N/A
*Note: The price change will reset to 0 after the midnight

RidgeWorth Conservative Allc Strat I Fund (SCCTX) Sector Breakdown (% of stocks) as of 31-Jan-10

SectorWeighting
Hardware9.32%
Software4.70%
Media1.89%
Telecommunications5.79%
Consumer services8.00%
Business Services4.80%
Financial Services18.35%
Healthcare11.35%
Utilities2.64%
Consumer goods9.56%
Energy10.21%
Industrial materials13.40%

RidgeWorth Conservative Allc Strat I Fund (SCCTX) Fund Portfolio Allocation for 01/2010

Stock32.44%
Bond49.56%
Cash17.5%
Other0.46%

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