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RidgeWorth Conservative Allc Strat C (SCCLX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Conservative Allc Strat C (SCCLX) Fund

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Graph of RidgeWorth Conservative Allc Strat C Fund (SCCLX) ManagerFund Manager - Alan M. Gayle

Fund Manager Information

Fund Manager Tenure: 15.6 years
Similar Funds: SCCTX 
Fund Family: RidgeWorth
Fund Category: Allocation--30% to 50% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (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 Conservative Allc Strat C Fund (SCCLX) ProfileRidgeWorth Conservative Allc Strat C Fund (SCCLX) Profile

Fund Profile and Description

RidgeWorth Conservative Allc Strat C Fund seeks capital appreciation and current income. RidgeWorth Conservative Allc Strat C Fund invests in underlying funds that invest primarily in fixed income securities, but may invest up to 40% of total assets in underlying equity fund. The remaining assets may be invested in shares of unaffiliated money market funds.

 

RidgeWorth Conservative Allc Strat C (SCCLX) Fund Strength What we like about RidgeWorth Conservative Allc Strat C (SCCLX) Fund

Data for RidgeWorth Conservative Allc Strat C Fund (SCCLX) as of May 30, 2016

  • RidgeWorth Conservative Allc Strat C Fund (SCCLX) management has been with RidgeWorth Conservative Allc Strat C Fund for 15.6 years
  • RidgeWorth Conservative Allc Strat C Fund (SCCLX) ratio of up-years vs down years is greater than 2
  • Asset base in RidgeWorth Conservative Allc Strat C Fund (SCCLX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • RidgeWorth Conservative Allc Strat C Fund (SCCLX) has an annual stock turnover rate of 40.00% vs Allocation--30% to 50% Equity average of 48.09%. It is good that RidgeWorth Conservative Allc Strat C management does not trade extensively for its return.
  • RidgeWorth Conservative Allc Strat C Fund (SCCLX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.9, lower than category average of 5.82

RidgeWorth Conservative Allc Strat C Fund (SCCLX) Weakness What we are cautious about RidgeWorth Conservative Allc Strat C (SCCLX) Fund

Data for RidgeWorth Conservative Allc Strat C Fund (SCCLX) as of May 30, 2016

  • RidgeWorth Conservative Allc Strat C Fund (SCCLX) has a less-than-ideal short-term performance (1-year return -1.88% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • RidgeWorth Conservative Allc Strat C Fund (SCCLX) has a less-than-ideal mid-term performance (3-year return 3.11% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • RidgeWorth Conservative Allc Strat C Fund (SCCLX) has a less-than-ideal Long-term performance (5-year return 3.43% vs 4.31% Allocation--30% to 50% Equity category median performance)
  • RidgeWorth Conservative Allc Strat C Fund (SCCLX) has a Morningstar rating of 3 and below
  • RidgeWorth Conservative Allc Strat C Fund (SCCLX) is less safe compared to its Allocation--30% to 50% Equity peers
  • RidgeWorth Conservative Allc Strat C Fund (SCCLX) has a higher expense ratio of 1.30% than its Allocation--30% to 50% Equity average of 0.81%
  • RidgeWorth Conservative Allc Strat C Fund (SCCLX) carries a 1% load
See RidgeWorth Conservative Allc Strat C Fund (SCCLX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Conservative Allc Strat C Fund (SCCLX)Compare with other top Allocation--30% to 50% Equity category mutual funds

Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Conservative Allc Strat C1.61-1.883.113.43
Hartford Balanced Income I (HBLIX)5.893.656.257.99Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)3.140.124.475.27Compare
Berwyn Income (BERIX)4.250.444.235.21Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Compare RidgeWorth Conservative Allc Strat C Fund (SCCLX)Compare with Allocation--30% to 50% Equity category ETFs

Some Allocation--30% to 50% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite ETF (PCEF)6.79%0.95%3.50%
iShares Core Conservative Allocation (AOK)000
iShares Core Moderate Allocation (AOM)3.37%-0.12%4.15%

 

Graph of RidgeWorth Conservative Allc Strat C Fund (SCCLX) Net Asset TrackingRidgeWorth Conservative Allc Strat C (SCCLX) Fund Net Asset

Track net asset change of RidgeWorth Conservative Allc Strat C fund (SCCLX)

DateNet Asset
05/2016$64.87M
03/2016$64.70M
02/2016$63.61M
More historic net asset information on RidgeWorth Conservative Allc Strat C Fund (SCCLX)

  

Graph of RidgeWorth Conservative Allc Strat C Fund (SCCLX) Portfolio TrackingRidgeWorth Conservative Allc Strat C (SCCLX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Conservative Allc Strat C fund (SCCLX)

DateCashStockBondOther
04/201610.08%30.65%58.91%0.19%
03/201610.65%31.38%57.73%0.21%
01/20169.05%31.98%58.88%0.06%
Click here to see more historic asset allocation information on RidgeWorth Conservative Allc Strat C Fund (SCCLX)

 

graph of RidgeWorth Conservative Allc Strat C Fund (SCCLX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Conservative Allc Strat C (SCCLX) Fund

Discover what RidgeWorth Conservative Allc Strat C Fund (SCCLX) manager is buying

Apr 29, 2016
RidgeWorth Seix Total Return Bond IS [28.48%]
iShares Core US Aggregate Bond [28.25%]
RidgeWorth Large Cap Growth Stock IS [11.5%]
RidgeWorth Large Cap Value Equity IS [8.48%]
RidgeWorth Seix US GovSec Ultr-Shrt Bd I [4.11%]
RidgeWorth Mid-Cap Value Equity IS [3.16%]
iShares Currency Hedged MSCI EAFE [2.76%]
RidgeWorth International Equity IS [1.9%]
RidgeWorth Seix Corporate Bond Instl [1.7%]
VanEck Vectors Gold Miners ETF [1.19%]

Mar 30, 2016
iShares Core US Aggregate Bond [28.19%]
RidgeWorth Seix Total Return Bond IS [28.19%]
RidgeWorth Large Cap Growth Stock IS [12.05%]
RidgeWorth Large Cap Value Equity IS [8.23%]
RidgeWorth Seix US GovSec Ultr-Shrt Bd I [4.1%]
RidgeWorth Mid-Cap Value Equity IS [3.17%]
iShares Currency Hedged MSCI EAFE [2.79%]
RidgeWorth International Equity IS [1.92%]
RidgeWorth Seix Corporate Bond Instl [1.65%]
iShares 20+ Year Treasury Bond [0.81%]

Jan 30, 2016
RidgeWorth Seix Total Return Bond IS [42.02%]
iShares Core US Aggregate Bond [13.71%]
RidgeWorth Large Cap Growth Stock IS [12.06%]
RidgeWorth Large Cap Value Equity IS [8.1%]
iShares Currency Hedged MSCI EAFE [4%]
RidgeWorth Seix US GovSec Ultr-Shrt Bd I [3.7%]
RidgeWorth Mid-Cap Value Equity IS [3.06%]
RidgeWorth International Equity IS [2.51%]
RidgeWorth Seix Corporate Bond Instl [1.61%]
RidgeWorth Seix Floating Rate Hi Inc IS [1.03%]
Click here for Stock Holding Change Map in RidgeWorth Conservative Allc Strat C Fund (SCCLX)

  

Latest News on RidgeWorth Conservative Allc Strat C (SCCLX) Fund

See what is happening with RidgeWorth Conservative Allc Strat C Fund (SCCLX)

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RidgeWorth Conservative Allc Strat C Fund (SCCLX) Related ResourcesSee more information on RidgeWorth Conservative Allc Strat C (SCCLX) Fund

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