Fund Mojo help you discover the best fund managers, funds, and related information

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

RidgeWorth Agrsv Gr Allc Strat C (CLVLX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Agrsv Gr Allc Strat C (CLVLX) Fund

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

 

Graph of RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) ManagerFund Manager - Alan M. Gayle

Fund Manager Information

Fund Manager Tenure: 22.2 years
Similar Funds: CLVGX 
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 Agrsv Gr Allc Strat C Fund (CLVLX) ProfileRidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) Profile

Fund Profile and Description

RidgeWorth Agrsv Gr Allc Strat C Fund seeks capital appreciation. RidgeWorth Agrsv Gr Allc Strat C Fund invests at least 80% of assets in underlying funds that invest primarily in equity securities. It may invest the remaining assets in shares of unaffiliated money market funds.

 

RidgeWorth Agrsv Gr Allc Strat C (CLVLX) Fund Strength What we like about RidgeWorth Agrsv Gr Allc Strat C (CLVLX) Fund

Data for RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) as of May 30, 2016

  • RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) management has been with RidgeWorth Agrsv Gr Allc Strat C Fund for 22.2 years
  • RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) has good mid-term performance (3-year return 5.74% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) has an annual stock turnover rate of 43.00% vs Allocation--70% to 85% Equity average of 57.05%. It is good that RidgeWorth Agrsv Gr Allc Strat C management does not trade extensively for its return.

RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) Weakness What we are cautious about RidgeWorth Agrsv Gr Allc Strat C (CLVLX) Fund

Data for RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) as of May 30, 2016

  • RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) has a less-than-ideal short-term performance (1-year return -5.10% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) has a less-than-ideal Long-term performance (5-year return 4.82% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) has a Morningstar rating of 3 and below
  • RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.49 that is higher than category average of 9.46
  • RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) has a higher expense ratio of 1.30% than its Allocation--70% to 85% Equity average of 0.89%
  • RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) carries a 1% load
See RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX)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 Agrsv Gr Allc Strat C0.00-5.105.744.82
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 Agrsv Gr Allc Strat C Fund (CLVLX)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 Agrsv Gr Allc Strat C Fund (CLVLX) Net Asset TrackingRidgeWorth Agrsv Gr Allc Strat C (CLVLX) Fund Net Asset

Track net asset change of RidgeWorth Agrsv Gr Allc Strat C fund (CLVLX)

DateNet Asset
05/2016$6.97M
03/2016$7.08M
02/2016$6.79M
More historic net asset information on RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX)

  

Graph of RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) Portfolio TrackingRidgeWorth Agrsv Gr Allc Strat C (CLVLX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Agrsv Gr Allc Strat C fund (CLVLX)

DateCashStockBondOther
04/20165.1%80.16%14.62%0.12%
03/20167.08%78.73%14.05%0.14%
01/20168.87%79.64%11.44%0.05%
Click here to see more historic asset allocation information on RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX)

 

graph of RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Agrsv Gr Allc Strat C (CLVLX) Fund

Discover what RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) manager is buying

Apr 29, 2016
RidgeWorth Large Cap Growth Stock IS [29.15%]
RidgeWorth Large Cap Value Equity IS [21.4%]
RidgeWorth Mid-Cap Value Equity IS [8.1%]
iShares Core US Aggregate Bond [8%]
iShares Currency Hedged MSCI EAFE [7.07%]
RidgeWorth Seix Total Return Bond IS [5.71%]
RidgeWorth International Equity IS [4.86%]
VanEck Vectors Gold Miners ETF [3.06%]
RidgeWorth Small Cap Value Equity I [2.03%]
RidgeWorth Small Cap Growth Stock IS [1.9%]

Mar 30, 2016
RidgeWorth Large Cap Growth Stock IS [29.94%]
RidgeWorth Large Cap Value Equity IS [20.39%]
iShares Core US Aggregate Bond [8.35%]
RidgeWorth Mid-Cap Value Equity IS [7.94%]
iShares Currency Hedged MSCI EAFE [6.98%]
RidgeWorth Seix Total Return Bond IS [5.53%]
RidgeWorth International Equity IS [4.8%]
RidgeWorth Small Cap Value Equity I [1.96%]
Market Vectors® Gold Miners ETF [1.95%]
RidgeWorth Small Cap Growth Stock IS [1.85%]

Jan 30, 2016
RidgeWorth Large Cap Growth Stock IS [29.73%]
RidgeWorth Large Cap Value Equity IS [19.88%]
iShares Currency Hedged MSCI EAFE [9.95%]
RidgeWorth Seix Total Return Bond IS [9.54%]
RidgeWorth Mid-Cap Value Equity IS [7.6%]
RidgeWorth International Equity IS [6.24%]
RidgeWorth Small Cap Value Equity I [2.1%]
RidgeWorth Small Cap Growth Stock IS [2.02%]
iShares Core US Aggregate Bond [1.22%]
Technology Select Sector SPDR® ETF [0.98%]
Click here for Stock Holding Change Map in RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX)

  

Latest News on RidgeWorth Agrsv Gr Allc Strat C (CLVLX) Fund

See what is happening with RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX)

    No recent news

 

RidgeWorth Agrsv Gr Allc Strat C Fund (CLVLX) Related ResourcesSee more information on RidgeWorth Agrsv Gr Allc Strat C (CLVLX) Fund

Popular pages on RidgeWorth Agrsv Gr Allc Strat C (CLVLX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update