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Fund Intelligence | Best Managers | SVCAX Insights | SVCAX Score | SVCAX Performance | SVCAX Manager | SVCAX News | SVCAX Allocation | SVCAX Holdings Change
Fund Intelligence | Best Managers | SVCAX Insights | SVCAX Score | SVCAX Performance | SVCAX Manager | SVCAX News | SVCAX Allocation | SVCAX Holdings Change
RidgeWorth Conservative Allc Strat A Fund (SVCAX)
Fund performance review and position details on RidgeWorth Conservative Allc Strat A Fund (SVCAX)
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Last Trade: $11.53 on 3/18/2010, Change: -0.01 (-0.09%)
Experiment our closing price forecasting tool for RidgeWorth Conservative Allc Strat A Fund (SVCAX) (alpha release)
RidgeWorth Conservative Allc Strat A Fund (SVCAX) Fund Statistics (January 31, 2010)
Category: Conservative Allocation
Net Asset: $2.73M
Yield: 2.65%
Year-to-Date Return: -0.53%
Morningstar rating: 4
RidgeWorth Conservative Allc Strat A Fund (SVCAX) Cost
Initial Investment: $2,000
Total Expense Ratio (Conservative Allocation average): 0.91% (0.86%)
Max Front End Sales Load: 4.75%
Max Back End Sales Load: %
Annual Holdings Turnover: %
RidgeWorth Conservative Allc Strat A Fund (SVCAX) Performance
1-month Performance (Conservative Allocation category average): -0.53% (-0.68%)
3-month Performance (Conservative Allocation category average): 2.13% (2.67%)
1 Year Performance (Conservative Allocation category average): 16.47% (22.81%)
3 Year Performance (Conservative Allocation category average): 4.23% (0.26%)
5 Year Performance (Conservative Allocation category average): 4.48% (2.80%)
Best 3 year performance: 5.23%
Worst 3 year performance: 1.58%
Number of Years of positive return: 4 years
Number of Years of negative return: 1 years
3 year Alpha (Conservative Allocation category average): 2.71 (-0.63)
3 year Beta (Conservative Allocation category average): 0.47 (0.75)
3 year Sharpe Ratio: 0.37
3 year Treynor: 4.83
Most Recent Top 10 Stock Holdings in RidgeWorth Conservative Allc Strat A Fund (SVCAX) as of 31-Dec-09
[See Stock Holding Change Map]
*Note: The price change will reset to 0 after the midnight
Stock Weighting Price change (15 mins delay) RidgeWorth Total Return Bond I 30.19% N/A RidgeWorth Intermediate Bond I 11.69% N/A RidgeWorth Large Cap Value Equity I 6.73% N/A RidgeWorth Large Cap Core Equity I 5.23% N/A RidgeWorth US Gov Sec Ultra-Short Bd I 5.02% N/A iShares S&P 500 Index 4.75% N/A RidgeWorth Seix High Yield I 4.5% N/A RidgeWorth Sel Large Cap Growth Stock I 4.22% N/A RidgeWorth Corporate Bond I 3.47% N/A RidgeWorth Seix Floating RT High Inc I 3.26% N/A
RidgeWorth Conservative Allc Strat A Fund (SVCAX) Sector Breakdown (% of stocks) as of 31-Dec-09
Sector Weighting Hardware 9.91% Software 4.74% Media 2.04% Telecommunications 6.12% Consumer services 7.71% Business Services 4.73% Financial Services 17.66% Healthcare 10.98% Utilities 2.63% Consumer goods 9.42% Energy 10.68% Industrial materials 13.38%
RidgeWorth Conservative Allc Strat A Fund (SVCAX) Fund Portfolio Allocation for 10/2009
Stock 32.14% Bond 48.07% Cash 19.42% Other 0.37%
Interested in other top mutual funds in similar Conservative Allocation category?
Below are some additional Conservative Allocation mutual funds generated out of our database
- Berwyn Income (BERIX) [ Compare BERIX with SVCAX ]
- Hussman Strategic Total Return (HSTRX) [ Compare HSTRX with SVCAX ]
- MFS Conservative Allocation I (MACIX) [ Compare MACIX with SVCAX ]
Related books and products to RidgeWorth Conservative Allc Strat A Fund (SVCAX)
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Addition research sites for RidgeWorth Conservative Allc Strat A Fund (SVCAX)
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- Morningstar page on RidgeWorth Conservative Allc Strat A Fund (SVCAX)
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See more information on RidgeWorth Conservative Allc Strat A Fund (SVCAX)
- RidgeWorth Conservative Allc Strat A Fund Insights
- RidgeWorth Conservative Allc Strat A Fund Performance Data
- RidgeWorth Conservative Allc Strat A Fund News
- RidgeWorth Conservative Allc Strat A Fund Score Explaination
- RidgeWorth Conservative Allc Strat A Fund Manager Information
- Historic RidgeWorth Conservative Allc Strat A Fund Asset Allocation Report
- Historic RidgeWorth Conservative Allc Strat A Fund Top 10 Holding Tracking
- Historic RidgeWorth Conservative Allc Strat A Fund Asset Under Management Tracking


