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RidgeWorth Seix Total Return Bond A (CBPSX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Seix Total Return Bond A (CBPSX) Fund

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Graph of RidgeWorth Seix Total Return Bond A Fund (CBPSX) ManagerFund Manager - Michael F. Rieger

Fund Manager Information

Fund Manager Tenure: 12.4 years
Fund Family: RidgeWorth
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

 

Graph of RidgeWorth Seix Total Return Bond A Fund (CBPSX) ProfileRidgeWorth Seix Total Return Bond A Fund (CBPSX) Profile

Fund Profile and Description

RidgeWorth Seix Total Return Bond A Fund seeks a total return which consistently exceeds that of the broad U.S. investment-grade bond market. RidgeWorth Seix Total Return Bond A Fund normally invests at least 80% of net assets in fixed income securities. These securities will be chosen from a broad universe of available fixed income securities rated investment grade by at least one national securities rating agency or unrated securities that the Adviser believes are of comparable quality. It may invest up to 20% of assets in below investment grade, high yield debt obligation. It is non-diversified.

 

RidgeWorth Seix Total Return Bond A (CBPSX) Fund Strength What we like about RidgeWorth Seix Total Return Bond A (CBPSX) Fund

Data for RidgeWorth Seix Total Return Bond A Fund (CBPSX) as of May 30, 2016

  • RidgeWorth Seix Total Return Bond A Fund (CBPSX) management has been with RidgeWorth Seix Total Return Bond A Fund for 12.4 years
  • RidgeWorth Seix Total Return Bond A Fund (CBPSX) has good short-term performance (1-year return 2.61% vs 2.06% Intermediate-Term Bond category median performance)
  • RidgeWorth Seix Total Return Bond A Fund (CBPSX) has good mid-term performance (3-year return 2.58% vs 2.45% Intermediate-Term Bond category median performance)
  • RidgeWorth Seix Total Return Bond A Fund (CBPSX) has good Long-term performance (5-year return 3.35% vs 3.27% Intermediate-Term Bond category median performance)
  • RidgeWorth Seix Total Return Bond A Fund (CBPSX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Seix Total Return Bond A Fund (CBPSX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.94, lower than category average of 3.08
  • RidgeWorth Seix Total Return Bond A Fund (CBPSX) has a lower expense ratio than its Intermediate-Term Bond average: 0.71% vs 0.81%

RidgeWorth Seix Total Return Bond A Fund (CBPSX) Weakness What we are cautious about RidgeWorth Seix Total Return Bond A (CBPSX) Fund

Data for RidgeWorth Seix Total Return Bond A Fund (CBPSX) as of May 30, 2016

  • RidgeWorth Seix Total Return Bond A Fund (CBPSX) has a Morningstar rating of 3 and below
  • RidgeWorth Seix Total Return Bond A Fund (CBPSX) is less safe compared to its Intermediate-Term Bond peers
  • RidgeWorth Seix Total Return Bond A Fund (CBPSX) has an annual stock turnover rate of 181.00% that is higher than the Intermediate-Term Bond average of 158.97%. This could mean RidgeWorth Seix Total Return Bond A is more nimble, but also signal potential high tax impact and high trading fees
  • RidgeWorth Seix Total Return Bond A Fund (CBPSX) carries a 4.75% load
See RidgeWorth Seix Total Return Bond A Fund (CBPSX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Seix Total Return Bond A Fund (CBPSX)Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Seix Total Return Bond A3.562.612.583.35
DoubleLine Total Return Bond N (DLTNX)1.962.452.984.59Compare
Sterling Capital Total Return Bond I (BIBTX)3.753.243.103.66Compare
Touchstone Flexible Income Y (MXIIX)3.013.853.804.64Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare RidgeWorth Seix Total Return Bond A Fund (CBPSX)Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Intermediate-Term Bond ETF (BIV)4.41%3.91%3.36%
Vanguard Total Bond Market ETF (BND)3.37%3.14%2.85%
Vanguard Mortgage-Backed Securities ETF (VMBS)2.02%2.51%2.99%
iShares MBS (MBB)2.24%2.43%2.91%
iShares Interm Government/Credit Bd (GVI)2.51%2.14%1.88%

 

Graph of RidgeWorth Seix Total Return Bond A Fund (CBPSX) Net Asset TrackingRidgeWorth Seix Total Return Bond A (CBPSX) Fund Net Asset

Track net asset change of RidgeWorth Seix Total Return Bond A fund (CBPSX)

DateNet Asset
05/2016$981.58M
03/2016$1.11B
02/2016$1.10B
More historic net asset information on RidgeWorth Seix Total Return Bond A Fund (CBPSX)

  

Graph of RidgeWorth Seix Total Return Bond A Fund (CBPSX) Portfolio TrackingRidgeWorth Seix Total Return Bond A (CBPSX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Seix Total Return Bond A fund (CBPSX)

DateCashStockBondOther
04/201613%0%86.7%0.29%
03/201613.96%0%85.58%0.46%
01/201610.2%0%89.8%0%
Click here to see more historic asset allocation information on RidgeWorth Seix Total Return Bond A Fund (CBPSX)

 

graph of RidgeWorth Seix Total Return Bond A Fund (CBPSX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Seix Total Return Bond A (CBPSX) Fund

Discover what RidgeWorth Seix Total Return Bond A Fund (CBPSX) manager is buying

Apr 29, 2016
US Treasury Note 1.625% [9.35%]
US Treasury Bond 3% [5.71%]
US Treasury Note 0.875% [3.61%]
US Treasury Note 1.25% [3.03%]
US Treasury Note 0.625% [2.93%]
Argentina (Rep Of) 8.75% [2.07%]
US Treasury Note 1.5% [1.89%]
FNMA 3.5% [1.16%]
US Treasury Note 1.375% [1%]

Mar 30, 2016
US Treasury Note 1.625% [8.75%]
US Treasury Bond 3% [4.19%]
US Treasury Note 1.25% [3.96%]
US Treasury Note 0.875% [3.58%]
US Treasury Note 0.625% [2.9%]
Argentina (Rep Of) 8.75% [1.96%]
US Treasury Note 1.5% [1.9%]
FNMA 3.5% [1.19%]
US Treasury Note 1.375% [0.94%]

Jan 30, 2016
US Treasury Note 2.25% [9.32%]
US Treasury Note 0.875% [4.4%]
US Treasury Bond 2.875% [4.03%]
US Treasury Note 1.375% [3.98%]
US Treasury Note 1.25% [3.56%]
US Treasury Note 0.625% [2.97%]
US Treasury Note 1.5% [1.92%]
FNMA 3.5% [1.21%]
FHLMC 2.458% [0.87%]
Click here for Stock Holding Change Map in RidgeWorth Seix Total Return Bond A Fund (CBPSX)

  

Latest News on RidgeWorth Seix Total Return Bond A (CBPSX) Fund

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RidgeWorth Seix Total Return Bond A Fund (CBPSX) Related ResourcesSee more information on RidgeWorth Seix Total Return Bond A (CBPSX) Fund

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