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RidgeWorth Seix High Grade Muni Bd A (SFLTX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Seix High Grade Muni Bd A (SFLTX) Fund

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Graph of RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) ManagerFund Manager - Ronald H. Schwartz

Fund Manager Information

Fund Manager Tenure: 24.7 years
Fund Family: RidgeWorth
Fund Category: Muni National Long
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Schwartz is a portfolio manager. He has more than 27 years of investment experience. He joined StableRiver Capital Management LLC in August 1988. Schwartz Holds the Chartered Financial Analyst designation.  Get more insights on Ronald H. Schwartz

 

Graph of RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) ProfileRidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) Profile

Fund Profile and Description

RidgeWorth Seix High Grade Muni Bd A Fund seeks current income exempt from regular federal income tax other than the alternative minimum tax while preserving capital. RidgeWorth Seix High Grade Muni Bd A Fund invests at least 80% of net assets in investment grade municipal securities, including securities subject to the alternative minimum tax, with income exempt from regular federal income tax. It may invest up to 20% of assets in securities rated below investment grade by either Moody's Investor Services, Inc. or Standard and Poor's Rating Services or unrated securities that the Adviser believes are of comparable quality. RidgeWorth Seix High Grade Muni Bd A Fund may invest 20% of asset in certain taxable debt securities.

 

RidgeWorth Seix High Grade Muni Bd A (SFLTX) Fund Strength What we like about RidgeWorth Seix High Grade Muni Bd A (SFLTX) Fund

Data for RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) as of May 30, 2016

  • RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) management has been with RidgeWorth Seix High Grade Muni Bd A Fund for 24.7 years
  • RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) has good short-term performance (1-year return 6.13% vs 5.73% Muni National Long category median performance)
  • RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) has good mid-term performance (3-year return 4.65% vs 3.84% Muni National Long category median performance)
  • RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) has good Long-term performance (5-year return 5.99% vs 5.50% Muni National Long category median performance)
  • RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.56, lower than category average of 4.16
  • RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) has a lower expense ratio than its Muni National Long average: 0.79% vs 0.86%

RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) Weakness What we are cautious about RidgeWorth Seix High Grade Muni Bd A (SFLTX) Fund

Data for RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) as of May 30, 2016

  • RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) has a Morningstar rating of 3 and below
  • RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) has an annual stock turnover rate of 171.00% that is higher than the Muni National Long average of 21.44%. This could mean RidgeWorth Seix High Grade Muni Bd A is more nimble, but also signal potential high tax impact and high trading fees
  • RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) carries a 4.75% load
See RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX)Compare with other top Muni National Long category mutual funds

Aadditional top Muni National Long mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Seix High Grade Muni Bd A2.786.134.655.99
Columbia AMT-Free Tax-Exempt Bond A (INTAX)3.116.984.916.56Compare
Nuveen All-American Municipal Bond I (FAARX)3.607.045.187.16Compare
T. Rowe Price Summit Municipal Inc (PRINX)3.126.564.576.13Compare

See top fund managers for Muni National Long Category Funds

 

Compare RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX)Compare with Muni National Long category ETFs

Some Muni National Long ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Long Municipal ETF (MLN)000
SPDR Nuveen Barclays Municipal Bond ETF (TFI)000
Market Vectors CEF Municipal Income ETF (XMPT)000

 

Graph of RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) Net Asset TrackingRidgeWorth Seix High Grade Muni Bd A (SFLTX) Fund Net Asset

Track net asset change of RidgeWorth Seix High Grade Muni Bd A fund (SFLTX)

DateNet Asset
05/2016$115.31M
03/2016$113.43M
02/2016$113.58M
More historic net asset information on RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX)

  

Graph of RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) Portfolio TrackingRidgeWorth Seix High Grade Muni Bd A (SFLTX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Seix High Grade Muni Bd A fund (SFLTX)

DateCashStockBondOther
04/201623.38%0%76.62%0%
03/201619.63%0%80.37%0%
01/201621.92%0%78.08%0%
Click here to see more historic asset allocation information on RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX)

 

graph of RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Seix High Grade Muni Bd A (SFLTX) Fund

Discover what RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX) manager is buying

Apr 29, 2016
Dallas Tex Indpt Sch Dist 6.375% [3.69%]
Chicago Ill O Hare Intl Arpt R Ref Bd 5% [3.48%]
Sandy Springs Ga Pub Facs Auth 5% [3.02%]
California St For Previous Iss Go Bds 5% [2.54%]
Maine St Tpk Auth 6% [2.43%]
Idaho Health Facs Auth 6.75% [2.36%]
San Antonio Tex Wtr Rev Rev Ref B 5% [2.07%]
Gwinnett Cnty Ga Sch Dist 5% [2.05%]
California St Go Bds 6.5% [1.95%]

Mar 30, 2016
Dallas Tex Indpt Sch Dist 6.375% [3.78%]
California St For Previous Iss Go Bds 5% [3.57%]
Chicago Ill O Hare Intl Arpt R Ref Bd 5% [3.51%]
New York N Y City Transitional Future 5% [3.05%]
Sandy Springs Ga Pub Facs Auth 5% [3.05%]
Florida St Brd Ed Pub Ed For I Pub 0.04% [2.8%]
Washington St For Issues Dtd P Var Pu 5% [2.65%]
Maine St Tpk Auth 6% [2.49%]
Idaho Health Facs Auth 6.75% [2.41%]

Jan 30, 2016
Port Auth 5% [4.35%]
Dallas Tex Indpt Sch Dist 6.375% [3.68%]
Chicago Ill O Hare Intl Arpt R Ref Bd 5% [3.35%]
Sandy Springs Ga Pub Facs Auth 5% [2.91%]
Florida St Brd Ed Pub Ed For I Pub 0.04% [2.72%]
Maine St Tpk Auth 6% [2.42%]
Idaho Health Facs Auth 6.75% [2.34%]
Miami Beach Fla Redev Agy Tax Rev Ref 5% [2.09%]
San Mateo Cnty Calif Jt Pwrs F Ref Bd 4% [2.07%]
Gwinnett Cnty Ga Sch Dist 5% [2.01%]
Click here for Stock Holding Change Map in RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX)

  

Latest News on RidgeWorth Seix High Grade Muni Bd A (SFLTX) Fund

See what is happening with RidgeWorth Seix High Grade Muni Bd A Fund (SFLTX)

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