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

Mutual Fund Insights: RidgeWorth Conservative Allc Strat I Fund (SCCTX)

In-depth Analysis of RidgeWorth Conservative Allc Strat I Fund (SCCTX)

Mutual fund chart: RidgeWorth Conservative Allc Strat I Fund (SCCTX)

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See RidgeWorth Conservative Allc Strat I Fund (SCCTX) performance details as of February 28, 2010

  

    Last Trade: $11.53 on 3/19/2010, Change: -0.01 (-0.09%)
Experiment our closing price forecasting tool for RidgeWorth Conservative Allc Strat I Fund (SCCTX) (alpha release)

  

Fund Manager - Alan M. Gayle

Fund Manager Tenure: 4.6 years   [Similar Funds: SCCBX  SCCLX ]
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Gayle has served as senior investment strategist of Trusco since 1997 and managing director of Trusco since July 2000. He has more than 28 years of investment experience.  Get more insights on Alan M. Gayle

  

What we like about RidgeWorth Conservative Allc Strat I Fund (SCCTX) What we like about RidgeWorth Conservative Allc Strat I Fund (SCCTX)

Data for RidgeWorth Conservative Allc Strat I Fund (SCCTX) as of February 28, 2010

  • RidgeWorth Conservative Allc Strat I Fund (SCCTX) management has been with RidgeWorth Conservative Allc Strat I Fund for 4.6 years
  • RidgeWorth Conservative Allc Strat I Fund (SCCTX) has good mid-term performance (3-year return 4.64% vs 0.52 % Conservative Allocation category average)
  • RidgeWorth Conservative Allc Strat I Fund (SCCTX) has good Long-term performance (5-year return 4.92% vs 2.86 % Conservative Allocation category average)
  • RidgeWorth Conservative Allc Strat I Fund (SCCTX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Conservative Allc Strat I Fund (SCCTX) has a Morningstar rating of 4 and above
  • RidgeWorth Conservative Allc Strat I Fund (SCCTX) has an annual stock turnover rate of 48.00% vs Conservative Allocation average of 126.79%. It is good that RidgeWorth Conservative Allc Strat I management does not trade extensively for its return.
  • RidgeWorth Conservative Allc Strat I Fund (SCCTX) is less volatile than its peers as it has a 3-year Standard Deviation of 6.5, lower than category average of 10.73
  • RidgeWorth Conservative Allc Strat I Fund (SCCTX) has a lower management fee than its Conservative Allocation average: 0.20% vs 0.85%
  • RidgeWorth Conservative Allc Strat I Fund (SCCTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about RidgeWorth Conservative Allc Strat I Fund (SCCTX) What we are cautious about RidgeWorth Conservative Allc Strat I Fund (SCCTX)

Data for RidgeWorth Conservative Allc Strat I Fund (SCCTX) as of February 28, 2010

  • RidgeWorth Conservative Allc Strat I Fund is a focused fund with 77.66% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • RidgeWorth Conservative Allc Strat I Fund (SCCTX) has a less-than-ideal short-term performance (1-year return 21.05% vs 30.03 % Conservative Allocation category average)
See RidgeWorth Conservative Allc Strat I Fund (SCCTX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Conservative Allocation category?

Below are some additional Conservative Allocation mutual funds generated out of our database

  

RidgeWorth Conservative Allc Strat I Fund (SCCTX) Net Asset

Track net asset change of RidgeWorth Conservative Allc Strat I fund (SCCTX)

DateNet Asset
02/2010$15.19M
01/2010$6.26M
11/2009$5.78M
More historic net asset information on RidgeWorth Conservative Allc Strat I Fund (SCCTX)

  

RidgeWorth Conservative Allc Strat I Fund (SCCTX) Portfolio Allocation

Track portfolio allocation change of RidgeWorth Conservative Allc Strat I fund (SCCTX)

DateCashStockBondOther
01/201017.5%32.44%49.56%0.46%
10/200919.42%32.14%48.07%0.37%
09/200913.92%33.94%51.83%0.32%
Click here to see more historic asset allocation information on RidgeWorth Conservative Allc Strat I Fund (SCCTX)

  

Most Recent Top 10 Holdings in RidgeWorth Conservative Allc Strat I Fund (SCCTX)

Discover what RidgeWorth Conservative Allc Strat I Fund (SCCTX) manager is buying

31-Jan-10
RidgeWorth Total Return Bond I [30.98%]
RidgeWorth Intermediate Bond I [12.27%]
RidgeWorth Large Cap Value Equity I [6.13%]
RidgeWorth Large Cap Core Equity I [5.36%]
RidgeWorth US Gov Sec Ultra-Short Bd I [5.08%]
RidgeWorth Seix High Yield I [4.58%]
RidgeWorth Corporate Bond I [3.87%]
RidgeWorth Sel Large Cap Growth Stock I [3.43%]
RidgeWorth Seix Floating RT High Inc I [3.32%]
RidgeWorth Large Cap Growth Stock I [2.64%]

31-Oct-09
RidgeWorth Total Return Bond I [38.59%]
RidgeWorth US Gov Sec Ultra-Short Bd I [5.98%]
RidgeWorth Large Cap Core Equity I [5.73%]
RidgeWorth Large Cap Value Equity I [5.56%]
RidgeWorth Seix High Yield I [5%]
RidgeWorth Intermediate Bond I [4.39%]
RidgeWorth Seix Floating RT High Inc I [3.75%]
RidgeWorth Intl Equity Index I [3.55%]
RidgeWorth Sel Large Cap Growth Stock I [2.87%]
RidgeWorth Large Cap Growth Stock I [2.85%]

30-Sep-09
RidgeWorth Total Return Bond I [44.17%]
RidgeWorth Large Cap Core Equity I [6.19%]
RidgeWorth Large Cap Value Equity I [5.96%]
RidgeWorth US Gov Sec Ultra-Short Bd I [5.03%]
RidgeWorth Seix High Yield I [4.74%]
RidgeWorth Intl Equity Index I [3.77%]
RidgeWorth Seix Floating RT High Inc I [3.47%]
RidgeWorth Intermediate Bond I [3.16%]
RidgeWorth Large Cap Growth Stock I [3.1%]
RidgeWorth Sel Large Cap Growth Stock I [3.09%]
Click here for Stock Holding Change Map in RidgeWorth Conservative Allc Strat I Fund (SCCTX)

  

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