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RidgeWorth Growth Allocation Strategy I (CLVGX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Growth Allocation Strategy I (CLVGX) Fund

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

 

Graph of RidgeWorth Growth Allocation Strategy I Fund (CLVGX) ManagerFund Manager - Alan M. Gayle

Fund Manager Information

Fund Manager Tenure: 22.2 years
Similar Funds: CLVLX 
Fund Family: RidgeWorth
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Mr. Gayle has served as Managing Director of the RidgeWorth Investments since July 2000 and Director of Asset Allocation since March 2006. He has more than 33 years of investment experience.  Get more insights on Alan M. Gayle

 

Graph of RidgeWorth Growth Allocation Strategy I Fund (CLVGX) ProfileRidgeWorth Growth Allocation Strategy I Fund (CLVGX) Profile

Fund Profile and Description

RidgeWorth Growth Allocation Strategy I Fund seeks long-term capital appreciation; current income is secondary. RidgeWorth Growth Allocation Strategy I Fund invests at least between 60% and 80% of assets in underlying equity funds and up to 40% in underlying fixed income Funds. Its remaining assets may be invested in shares of unaffiliated money market funds.

 

RidgeWorth Growth Allocation Strategy I (CLVGX) Fund Strength What we like about RidgeWorth Growth Allocation Strategy I (CLVGX) Fund

Data for RidgeWorth Growth Allocation Strategy I Fund (CLVGX) as of May 30, 2016

  • RidgeWorth Growth Allocation Strategy I Fund (CLVGX) management has been with RidgeWorth Growth Allocation Strategy I Fund for 22.2 years
  • RidgeWorth Growth Allocation Strategy I Fund (CLVGX) has good short-term performance (1-year return -3.35% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • RidgeWorth Growth Allocation Strategy I Fund (CLVGX) has good mid-term performance (3-year return 6.23% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • RidgeWorth Growth Allocation Strategy I Fund (CLVGX) has good Long-term performance (5-year return 6.01% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • RidgeWorth Growth Allocation Strategy I Fund (CLVGX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Growth Allocation Strategy I Fund (CLVGX) has a Morningstar rating of 4 and above
  • RidgeWorth Growth Allocation Strategy I Fund (CLVGX) has an annual stock turnover rate of 29.00% vs Allocation--70% to 85% Equity average of 57.05%. It is good that RidgeWorth Growth Allocation Strategy I management does not trade extensively for its return.
  • RidgeWorth Growth Allocation Strategy I Fund (CLVGX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.38, lower than category average of 9.46
  • RidgeWorth Growth Allocation Strategy I Fund (CLVGX) has a lower expense ratio than its Allocation--70% to 85% Equity average: 0.50% vs 0.89%
  • RidgeWorth Growth Allocation Strategy I Fund (CLVGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

RidgeWorth Growth Allocation Strategy I Fund (CLVGX) Weakness What we are cautious about RidgeWorth Growth Allocation Strategy I (CLVGX) Fund

Data for RidgeWorth Growth Allocation Strategy I Fund (CLVGX) as of May 30, 2016

See RidgeWorth Growth Allocation Strategy I Fund (CLVGX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Growth Allocation Strategy I Fund (CLVGX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Growth Allocation Strategy I1.08-3.356.236.01
American Funds Income Fund of Amer R6 (RIDGX)4.610.676.887.98Compare
Delaware Dividend Income Instl (DDIIX)4.31-0.726.057.28Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)9.021.8410.728.76Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare RidgeWorth Growth Allocation Strategy I Fund (CLVGX)Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of RidgeWorth Growth Allocation Strategy I Fund (CLVGX) Net Asset TrackingRidgeWorth Growth Allocation Strategy I (CLVGX) Fund Net Asset

Track net asset change of RidgeWorth Growth Allocation Strategy I fund (CLVGX)

DateNet Asset
05/2016$42.28M
03/2016$48.04M
02/2016$47.74M
More historic net asset information on RidgeWorth Growth Allocation Strategy I Fund (CLVGX)

  

Graph of RidgeWorth Growth Allocation Strategy I Fund (CLVGX) Portfolio TrackingRidgeWorth Growth Allocation Strategy I (CLVGX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Growth Allocation Strategy I fund (CLVGX)

DateCashStockBondOther
04/201611.87%65.82%22.18%0.12%
03/20167.42%71.53%20.89%0.16%
01/20169.13%70.39%20.41%0.06%
Click here to see more historic asset allocation information on RidgeWorth Growth Allocation Strategy I Fund (CLVGX)

 

graph of RidgeWorth Growth Allocation Strategy I Fund (CLVGX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Growth Allocation Strategy I (CLVGX) Fund

Discover what RidgeWorth Growth Allocation Strategy I Fund (CLVGX) manager is buying

Apr 29, 2016
RidgeWorth Large Cap Growth Stock IS [24.1%]
RidgeWorth Large Cap Value Equity IS [17.74%]
RidgeWorth Seix Total Return Bond IS [10.52%]
iShares Core US Aggregate Bond [10.39%]
RidgeWorth Mid-Cap Value Equity IS [6.65%]
iShares Currency Hedged MSCI EAFE [5.81%]
RidgeWorth International Equity IS [3.99%]
VanEck Vectors Gold Miners ETF [2.51%]
RidgeWorth Small Cap Value Equity I [1.66%]
RidgeWorth Small Cap Growth Stock IS [1.55%]

Mar 30, 2016
RidgeWorth Large Cap Growth Stock IS [27.3%]
RidgeWorth Large Cap Value Equity IS [18.63%]
RidgeWorth Seix Total Return Bond IS [10.19%]
iShares Core US Aggregate Bond [10.15%]
RidgeWorth Mid-Cap Value Equity IS [7.21%]
iShares Currency Hedged MSCI EAFE [6.33%]
RidgeWorth International Equity IS [4.37%]
Market Vectors® Gold Miners ETF [1.78%]
RidgeWorth Small Cap Value Equity I [1.78%]
RidgeWorth Small Cap Growth Stock IS [1.67%]

Jan 30, 2016
RidgeWorth Large Cap Growth Stock IS [26.43%]
RidgeWorth Large Cap Value Equity IS [17.74%]
RidgeWorth Seix Total Return Bond IS [14.63%]
iShares Currency Hedged MSCI EAFE [8.79%]
RidgeWorth Mid-Cap Value Equity IS [6.71%]
RidgeWorth International Equity IS [5.51%]
iShares Core US Aggregate Bond [4.63%]
RidgeWorth Small Cap Value Equity I [1.85%]
RidgeWorth Small Cap Growth Stock IS [1.79%]
RidgeWorth Seix US GovSec Ultr-Shrt Bd I [1.28%]
Click here for Stock Holding Change Map in RidgeWorth Growth Allocation Strategy I Fund (CLVGX)

  

Latest News on RidgeWorth Growth Allocation Strategy I (CLVGX) Fund

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RidgeWorth Growth Allocation Strategy I Fund (CLVGX) Related ResourcesSee more information on RidgeWorth Growth Allocation Strategy I (CLVGX) Fund

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