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

Mutual Fund Insights: RidgeWorth Moderate Allocation Strat I Fund (CLVBX)

In-depth Analysis of RidgeWorth Moderate Allocation Strat I Fund (CLVBX)

Mutual fund chart: RidgeWorth Moderate Allocation Strat I Fund (CLVBX)

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See RidgeWorth Moderate Allocation Strat I Fund (CLVBX) performance details as of February 28, 2010

  

    Last Trade: $9.82 on 3/19/2010, Change: -0.03 (-0.3%)
Experiment our closing price forecasting tool for RidgeWorth Moderate Allocation Strat I Fund (CLVBX) (alpha release)

  

Fund Manager - Alan M. Gayle

Fund Manager Tenure: 12.7 years
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)
Alan M. Gayle has served as senior investment strategist of Trusco since 1997 and managing director of Trusco since July 2000. Alan M. Gayle has more than 28 years of investment experience.  Get more insights on Alan M. Gayle

  

What we like about RidgeWorth Moderate Allocation Strat I Fund (CLVBX) What we like about RidgeWorth Moderate Allocation Strat I Fund (CLVBX)

Data for RidgeWorth Moderate Allocation Strat I Fund (CLVBX) as of February 28, 2010

  • RidgeWorth Moderate Allocation Strat I Fund (CLVBX) management has been with RidgeWorth Moderate Allocation Strat I Fund for 12.7 years
  • RidgeWorth Moderate Allocation Strat I Fund (CLVBX) has good mid-term performance (3-year return 1.57% vs -2.09 % Moderate Allocation category average)
  • RidgeWorth Moderate Allocation Strat I Fund (CLVBX) has good Long-term performance (5-year return 3.78% vs 2.04 % Moderate Allocation category average)
  • RidgeWorth Moderate Allocation Strat I Fund (CLVBX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Moderate Allocation Strat I Fund (CLVBX) has a Morningstar rating of 4 and above
  • RidgeWorth Moderate Allocation Strat I Fund (CLVBX) has an annual stock turnover rate of 31.00% vs Moderate Allocation average of 97.84%. It is good that RidgeWorth Moderate Allocation Strat I management does not trade extensively for its return.
  • RidgeWorth Moderate Allocation Strat I Fund (CLVBX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.18, lower than category average of 14.91
  • RidgeWorth Moderate Allocation Strat I Fund (CLVBX) has a lower management fee than its Moderate Allocation average: 0.20% vs 1.03%
  • RidgeWorth Moderate Allocation Strat I Fund (CLVBX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about RidgeWorth Moderate Allocation Strat I Fund (CLVBX) What we are cautious about RidgeWorth Moderate Allocation Strat I Fund (CLVBX)

Data for RidgeWorth Moderate Allocation Strat I Fund (CLVBX) as of February 28, 2010

  • RidgeWorth Moderate Allocation Strat I Fund is a focused fund with 75.41% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • RidgeWorth Moderate Allocation Strat I Fund (CLVBX) has a less-than-ideal short-term performance (1-year return 31.02% vs 39.25 % Moderate Allocation category average)
See RidgeWorth Moderate Allocation Strat I Fund (CLVBX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Moderate Allocation category?

Below are some additional Moderate Allocation mutual funds generated out of our database

  

RidgeWorth Moderate Allocation Strat I Fund (CLVBX) Net Asset

Track net asset change of RidgeWorth Moderate Allocation Strat I fund (CLVBX)

DateNet Asset
02/2010$149.47M
01/2010$120.51M
11/2009$122.98M
More historic net asset information on RidgeWorth Moderate Allocation Strat I Fund (CLVBX)

  

RidgeWorth Moderate Allocation Strat I Fund (CLVBX) Portfolio Allocation

Track portfolio allocation change of RidgeWorth Moderate Allocation Strat I fund (CLVBX)

DateCashStockBondOther
01/201014.11%50.78%34.76%0.32%
10/200911.58%53.94%34.24%0.25%
09/20099%54.53%36.23%0.23%
Click here to see more historic asset allocation information on RidgeWorth Moderate Allocation Strat I Fund (CLVBX)

  

Most Recent Top 10 Holdings in RidgeWorth Moderate Allocation Strat I Fund (CLVBX)

Discover what RidgeWorth Moderate Allocation Strat I Fund (CLVBX) manager is buying

31-Jan-10
RidgeWorth Total Return Bond I [28.19%]
RidgeWorth Large Cap Core Equity I [9.72%]
RidgeWorth Large Cap Value Equity I [9.7%]
RidgeWorth Large Cap Growth Stock I [4.87%]
RidgeWorth Sel Large Cap Growth Stock I [4.85%]
RidgeWorth Large Cap Quantitative Eq I [4.25%]
RidgeWorth US Gov Sec Ultra-Short Bd I [3.97%]
RidgeWorth Intl Equity Index I [3.66%]
RidgeWorth Seix High Yield I [3.54%]
RidgeWorth Intermediate Bond I [2.66%]

31-Oct-09
RidgeWorth Total Return Bond I [29.2%]
RidgeWorth Large Cap Core Equity I [9.8%]
RidgeWorth Large Cap Value Equity I [9.65%]
RidgeWorth Intl Equity Index I [6%]
RidgeWorth Sel Large Cap Growth Stock I [5.03%]
RidgeWorth Large Cap Growth Stock I [4.99%]
RidgeWorth Large Cap Quantitative Eq I [4.4%]
RidgeWorth US Gov Sec Ultra-Short Bd I [3.98%]
RidgeWorth Seix High Yield I [3.44%]
RidgeWorth Intermediate Bond I [2.65%]

30-Sep-09
RidgeWorth Total Return Bond I [30.71%]
RidgeWorth Large Cap Core Equity I [9.78%]
RidgeWorth Large Cap Value Equity I [9.66%]
RidgeWorth Intl Equity Index I [6.11%]
RidgeWorth Large Cap Growth Stock I [5.02%]
RidgeWorth Sel Large Cap Growth Stock I [5.02%]
RidgeWorth Large Cap Quantitative Eq I [4.47%]
RidgeWorth US Gov Sec Ultra-Short Bd I [3.55%]
RidgeWorth Seix High Yield I [3.35%]
RidgeWorth Seix Floating RT High Inc I [2.45%]
Click here for Stock Holding Change Map in RidgeWorth Moderate Allocation Strat I Fund (CLVBX)

  

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