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Mutual Fund Insights: RidgeWorth VA Interm Muni Bond I Fund (CRVTX)

In-depth Analysis of RidgeWorth VA Interm Muni Bond I Fund (CRVTX)

Mutual fund chart: RidgeWorth VA Interm Muni Bond I Fund (CRVTX)

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See RidgeWorth VA Interm Muni Bond I Fund (CRVTX) performance details as of January 31, 2010

  

    Last Trade: $10.53 on 3/15/2010, Change: 0.00 (0%)

  

Fund Manager - George E. Calvert

Fund Manager Tenure: 9.5 years
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Calvert serves as vice president and portfolio manager with Trusco Capital Management, his employer since 2000. Previously, he was a fixed income trader from 1998 to 2000 for Tredegar Trust Company. Prior to that, he was vice president of the investment division of Central Fidelity Bank from 1988 to 1998.  Get more insights on George E. Calvert

  

What we like about RidgeWorth VA Interm Muni Bond I Fund (CRVTX) What we like about RidgeWorth VA Interm Muni Bond I Fund (CRVTX)

Data for RidgeWorth VA Interm Muni Bond I Fund (CRVTX) as of January 31, 2010

  • RidgeWorth VA Interm Muni Bond I Fund (CRVTX) management has been with RidgeWorth VA Interm Muni Bond I Fund for 9.5 years
  • RidgeWorth VA Interm Muni Bond I Fund (CRVTX) has good mid-term performance (3-year return 4.91% vs 3.77% Muni Single State Interm category average)
  • RidgeWorth VA Interm Muni Bond I Fund (CRVTX) has good Long-term performance (5-year return 4.05% vs 3.23% Muni Single State Interm category average)
  • RidgeWorth VA Interm Muni Bond I Fund (CRVTX) ratio of up-years vs down years is greater than 2
  • RidgeWorth VA Interm Muni Bond I Fund (CRVTX) has a Morningstar rating of 4 and above
  • RidgeWorth VA Interm Muni Bond I Fund (CRVTX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.8, lower than category average of 5.57
  • RidgeWorth VA Interm Muni Bond I Fund (CRVTX) has a lower management fee than its Muni Single State Interm average: 0.61% vs 0.92%
  • RidgeWorth VA Interm Muni Bond I Fund (CRVTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about RidgeWorth VA Interm Muni Bond I Fund (CRVTX) What we are cautious about RidgeWorth VA Interm Muni Bond I Fund (CRVTX)

Data for RidgeWorth VA Interm Muni Bond I Fund (CRVTX) as of January 31, 2010

  • RidgeWorth VA Interm Muni Bond I Fund (CRVTX) has a less-than-ideal short-term performance (1-year return 4.89% vs 7.50% Muni Single State Interm category average)
See RidgeWorth VA Interm Muni Bond I Fund (CRVTX) performance details as of January 31, 2010

  

  

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RidgeWorth VA Interm Muni Bond I Fund (CRVTX) Net Asset

Track net asset change of RidgeWorth VA Interm Muni Bond I fund (CRVTX)

DateNet Asset
01/2010$189.85M
11/2009$202.43M
10/2009$199.85M
More historic net asset information on RidgeWorth VA Interm Muni Bond I Fund (CRVTX)

  

RidgeWorth VA Interm Muni Bond I Fund (CRVTX) Portfolio Allocation

Track portfolio allocation change of RidgeWorth VA Interm Muni Bond I fund (CRVTX)

DateCashStockBondOther
10/20095.55%0%94.45%0%
09/20096.23%0%93.77%0%
08/20098.45%0%91.55%0%
Click here to see more historic asset allocation information on RidgeWorth VA Interm Muni Bond I Fund (CRVTX)

  

Most Recent Top 10 Holdings in RidgeWorth VA Interm Muni Bond I Fund (CRVTX)

Discover what RidgeWorth VA Interm Muni Bond I Fund (CRVTX) manager is buying

31-Oct-09
Federated Mun Tr [3.84%]
Hanover Cnty Va Indl Dev Auth 6.375% [3.2%]
Virginia College Bldg Auth 5% [2.69%]
Tobacco Settlement Fing Corp V Tob 5.5% [2.61%]
Virginia College Bldg Auth 5% [2.57%]
Arlington Cnty Va Pub Impt 5% [2.45%]
Peninsula Ports Auth 7.375% [2.03%]
Puerto Rico Sales Tax Fing Cor Rev 5.25% [1.95%]
Loudoun Cnty Va Go Pub Im 5% [1.9%]
Richmond Va G.O. Ref 5.5% [1.88%]

30-Sep-09
Federated Mun Tr [4.53%]
Hanover Cnty Va Indl Dev Auth 6.375% [3.23%]
Virginia College Bldg Auth 5% [2.66%]
Virginia College Bldg Auth 5% [2.63%]
Tobacco Settlement Fing Corp V Tob 5.5% [2.63%]
Arlington Cnty Va Pub Impt 5% [2.48%]
Peninsula Ports Auth 7.375% [2.03%]
Puerto Rico Sales Tax Fing Cor Rev 5.25% [2.02%]
Loudoun Cnty Va Go Pub Im 5% [1.91%]
Richmond Va G.O. Ref 5.5% [1.88%]

31-Aug-09
Federated Mun Tr [5.36%]
Hanover Cnty Va Indl Dev Auth 6.375% [3.33%]
Virginia College Bldg Auth 5% [2.74%]
Tobacco Settlement Fing Corp V Tob 5.5% [2.69%]
Virginia College Bldg Auth 5% [2.64%]
Arlington Cnty Va Pub Impt 5% [2.56%]
Peninsula Ports Auth 7.375% [2.1%]
Loudoun Cnty Va Go Pub Im 5% [1.97%]
Richmond Va G.O. Ref 5.5% [1.95%]
Fairfax Cnty Va Ref Pub I 5% [1.78%]
Click here for Stock Holding Change Map in RidgeWorth VA Interm Muni Bond I Fund (CRVTX)

  

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