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RidgeWorth Small Cap Value Equity A (SASVX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Small Cap Value Equity A (SASVX) Fund

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Graph of RidgeWorth Small Cap Value Equity A Fund (SASVX) ManagerFund Manager - Brett Barner

Fund Manager Information

Fund Manager Tenure: 22.6 years
Fund Family: RidgeWorth
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

 

Graph of RidgeWorth Small Cap Value Equity A Fund (SASVX) ProfileRidgeWorth Small Cap Value Equity A Fund (SASVX) Profile

Fund Profile and Description

RidgeWorth Small Cap Value Equity A Fund seeks capital appreciation, and current income is a second consideration. RidgeWorth Small Cap Value Equity A Fund invests at least 80% of net assets in U.S. traded equity securities of small cap companies. U.S. traded equity securities may include American Depositary Receipts ("ADRs"). It targets companies with market capitalizations similar to those of companies in the Russell 2000® Value Index. In addition, to implement the investment strategy, the fund may buy or sell, to a limited extent, derivative instruments.

 

RidgeWorth Small Cap Value Equity A (SASVX) Fund Strength What we like about RidgeWorth Small Cap Value Equity A (SASVX) Fund

Data for RidgeWorth Small Cap Value Equity A Fund (SASVX) as of May 30, 2016

  • RidgeWorth Small Cap Value Equity A Fund (SASVX) management has been with RidgeWorth Small Cap Value Equity A Fund for 22.6 years
  • RidgeWorth Small Cap Value Equity A Fund (SASVX) has good short-term performance (1-year return 4.75% vs -5.18% Small Blend category median performance)
  • RidgeWorth Small Cap Value Equity A Fund (SASVX) has good mid-term performance (3-year return 8.47% vs 6.96% Small Blend category median performance)
  • RidgeWorth Small Cap Value Equity A Fund (SASVX) has good Long-term performance (5-year return 8.44% vs 7.84% Small Blend category median performance)
  • RidgeWorth Small Cap Value Equity A Fund (SASVX) ratio of up-years vs down years is greater than 2
  • Asset base in RidgeWorth Small Cap Value Equity A Fund (SASVX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • RidgeWorth Small Cap Value Equity A Fund (SASVX) has an annual stock turnover rate of 36.00% vs Small Blend average of 52.13%. It is good that RidgeWorth Small Cap Value Equity A management does not trade extensively for its return.

RidgeWorth Small Cap Value Equity A Fund (SASVX) Weakness What we are cautious about RidgeWorth Small Cap Value Equity A (SASVX) Fund

Data for RidgeWorth Small Cap Value Equity A Fund (SASVX) as of May 30, 2016

  • RidgeWorth Small Cap Value Equity A Fund (SASVX) has a Morningstar rating of 3 and below
  • RidgeWorth Small Cap Value Equity A Fund (SASVX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.77 that is higher than category average of 14.58
  • RidgeWorth Small Cap Value Equity A Fund (SASVX) has a higher expense ratio of 1.55% than its Small Blend average of 1.22%
  • RidgeWorth Small Cap Value Equity A Fund (SASVX) carries a 5.75% load
See RidgeWorth Small Cap Value Equity A Fund (SASVX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Small Cap Value Equity A Fund (SASVX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Small Cap Value Equity A12.804.758.478.44
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare RidgeWorth Small Cap Value Equity A Fund (SASVX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of RidgeWorth Small Cap Value Equity A Fund (SASVX) Net Asset TrackingRidgeWorth Small Cap Value Equity A (SASVX) Fund Net Asset

Track net asset change of RidgeWorth Small Cap Value Equity A fund (SASVX)

DateNet Asset
05/2016$1.01B
03/2016$970.16M
02/2016$911.30M
More historic net asset information on RidgeWorth Small Cap Value Equity A Fund (SASVX)

  

Graph of RidgeWorth Small Cap Value Equity A Fund (SASVX) Portfolio TrackingRidgeWorth Small Cap Value Equity A (SASVX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Small Cap Value Equity A fund (SASVX)

DateCashStockBondOther
04/20160.73%99.27%0%0%
03/20160%100%0%0%
01/20161.82%98.18%0%0%
Click here to see more historic asset allocation information on RidgeWorth Small Cap Value Equity A Fund (SASVX)

 

graph of RidgeWorth Small Cap Value Equity A Fund (SASVX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Small Cap Value Equity A (SASVX) Fund

Discover what RidgeWorth Small Cap Value Equity A Fund (SASVX) manager is buying

Apr 29, 2016
Fair Isaac Corproation Common S [5.1%]
Energizer Holdings, Inc. Common [3.6%]
PROGRESSIVE WASTE SOLUTIONS LTD [3.51%]
Hanover Insurance Group Inc [3.06%]
AMC Entertainment Holdings, Inc [2.82%]
B&G Foods, Inc. B&G Foods, Inc. [2.81%]
Medical Properties Trust, Inc. [2.67%]
Hill-Rom Holdings Inc Common St [2.66%]
HSN, Inc. [2.61%]
Hecla Mining Company Common Sto [2.36%]

Mar 30, 2016
Fair Isaac Corproation Common S [5.24%]
PROGRESSIVE WASTE SOLUTIONS LTD [3.5%]
Energizer Holdings, Inc. Common [3.47%]
Hanover Insurance Group Inc [3.33%]
AMC Entertainment Holdings, Inc [2.9%]
Hill-Rom Holdings Inc Common St [2.87%]
Medical Properties Trust, Inc. [2.69%]
HSN, Inc. [2.67%]
B&G Foods, Inc. B&G Foods, Inc. [2.46%]
Herman Miller, Inc. [2.41%]

Jan 30, 2016
Fair Isaac Corproation Common S [5.16%]
Hanover Insurance Group Inc [3.99%]
PROGRESSIVE WASTE SOLUTIONS LTD [3.87%]
Energizer Holdings, Inc. Common [2.97%]
Hill-Rom Holdings Inc Common St [2.83%]
HSN, Inc. [2.75%]
AMC Entertainment Holdings, Inc [2.64%]
B&G Foods, Inc. B&G Foods, Inc. [2.54%]
Plantronics, Inc. Common Stock [2.52%]
Medical Properties Trust, Inc. [2.49%]
Click here for Stock Holding Change Map in RidgeWorth Small Cap Value Equity A Fund (SASVX)

  

Latest News on RidgeWorth Small Cap Value Equity A (SASVX) Fund

See what is happening with RidgeWorth Small Cap Value Equity A Fund (SASVX)

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RidgeWorth Small Cap Value Equity A Fund (SASVX) Related ResourcesSee more information on RidgeWorth Small Cap Value Equity A (SASVX) Fund

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