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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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Last Trade: $ on , Change: (0%)
Fund Manager - Alan M. Gayle
Fund Manager Information
Fund Manager Tenure: 16.1 yearsSimilar 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
RidgeWorth 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.
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 16.1 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
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
What do you think?
Compare with other top Allocation--30% to 50% Equity category mutual funds
Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration
| Fund | Year to Date | 1 Year | 3 year | 5 year | |
| RidgeWorth Conservative Allc Strat C | 1.61 | -1.88 | 3.11 | 3.43 | |
| Hartford Balanced Income I (HBLIX) | 5.89 | 3.65 | 6.25 | 7.99 | Compare |
| American Century Strat Allc: Cnsrv Instl (ACCIX) | 3.14 | 0.12 | 4.47 | 5.27 | Compare |
| Berwyn Income (BERIX) | 4.25 | 0.44 | 4.23 | 5.21 | Compare |
See top fund managers for Allocation--30% to 50% Equity Category Funds
Compare with Allocation--30% to 50% Equity category ETFs
Some Allocation--30% to 50% Equity ETFs for your consideration
| ETF | Year to Date | One Year | Three Year | PowerShares CEF Income Composite ETF (PCEF) | 6.79% | 0.95% | 3.50% | iShares Core Conservative Allocation (AOK) | 0 | 0 | 0 | iShares Core Moderate Allocation (AOM) | 3.37% | -0.12% | 4.15% |
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RidgeWorth Conservative Allc Strat C (SCCLX) Fund Net Asset
Track net asset change of RidgeWorth Conservative Allc Strat C fund (SCCLX)
| Date | Net Asset |
| 05/2016 | $64.87M |
| 03/2016 | $64.70M |
| 02/2016 | $63.61M |
RidgeWorth Conservative Allc Strat C (SCCLX) Fund Portfolio Allocation
Track portfolio allocation change of RidgeWorth Conservative Allc Strat C fund (SCCLX)
| Date | Cash | Stock | Bond | Other |
| 04/2016 | 10.08% | 30.65% | 58.91% | 0.19% |
| 03/2016 | 10.65% | 31.38% | 57.73% | 0.21% |
| 01/2016 | 9.05% | 31.98% | 58.88% | 0.06% |
Top 10 Holdings in RidgeWorth Conservative Allc Strat C (SCCLX) Fund
Discover what RidgeWorth Conservative Allc Strat C Fund (SCCLX) manager is buying
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%] | 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%] | 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%] |
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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See more information on RidgeWorth Conservative Allc Strat C (SCCLX) Fund
Popular pages on RidgeWorth Conservative Allc Strat C (SCCLX) Fund
- RidgeWorth Conservative Allc Strat C (SCCLX) Fund Research and Recommendation
- RidgeWorth Conservative Allc Strat C (SCCLX) Fund Performance Data
- RidgeWorth Conservative Allc Strat C (SCCLX) Fund Manager Information
- Historic RidgeWorth Conservative Allc Strat C (SCCLX) Fund Asset Allocation Report
- Historic RidgeWorth Conservative Allc Strat C (SCCLX) Fund Top 10 Holding Tracking
- Historic RidgeWorth Conservative Allc Strat C (SCCLX) Fund Asset Under Management Tracking
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