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RidgeWorth Seix Floating Rate Hi Inc A (SFRAX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Seix Floating Rate Hi Inc A (SFRAX) Fund

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Graph of RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) ManagerFund Manager - George Goudelias

Fund Manager Information

Fund Manager Tenure: 13.8 years
Similar Funds: SFRCX 
Fund Family: RidgeWorth
Fund Category: Bank Loan
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
Goudelias has served as managing director since joining Trusco in May 2004. Prior to joining Trusco, he served as director of High Yield Research of Seix Investment Advisors, Inc. from February 2001 to May 2004. Prior to joining Seix Investment Advisors, Inc., Goudelias was employed at JP Morgan Securities, Inc. as a senior high yield research analyst from July 1998 to February 2001.  Get more insights on George Goudelias

 

Graph of RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) ProfileRidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) Profile

Fund Profile and Description

RidgeWorth Seix Floating Rate Hi Inc A Fund seeks high level of current income. RidgeWorth Seix Floating Rate Hi Inc A Fund normally invests at least 80% of net assets in a combination of first and second lien senior floating rate loans and other floating rate debt securities. It may invest all or substantial of assets in floating rate loans and debt securities that are rated below investment grade, or in comparable unrated securities. RidgeWorth Seix Floating Rate Hi Inc A Fund may invest up to 20% of total assets in senior loans made to non-U.S. borrowers provided that no more than 5% are non-U.S. dollar denominated. It is non-diversified.

 

RidgeWorth Seix Floating Rate Hi Inc A (SFRAX) Fund Strength What we like about RidgeWorth Seix Floating Rate Hi Inc A (SFRAX) Fund

Data for RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) as of May 30, 2016

  • RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) management has been with RidgeWorth Seix Floating Rate Hi Inc A Fund for 13.8 years
  • RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) has good short-term performance (1-year return 0.20% vs 0.18% Bank Loan category median performance)
  • RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) has good mid-term performance (3-year return 2.19% vs 1.93% Bank Loan category median performance)
  • RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) has good Long-term performance (5-year return 3.33% vs 3.30% Bank Loan category median performance)
  • RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) has an annual stock turnover rate of 33.00% vs Bank Loan average of 34.28%. It is good that RidgeWorth Seix Floating Rate Hi Inc A management does not trade extensively for its return.
  • RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) has a lower expense ratio than its Bank Loan average: 0.92% vs 1.10%

RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) Weakness What we are cautious about RidgeWorth Seix Floating Rate Hi Inc A (SFRAX) Fund

Data for RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) as of May 30, 2016

  • RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) has a Morningstar rating of 3 and below
  • RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) is less safe compared to its Bank Loan peers
  • RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.42 that is higher than category average of 3.12
  • RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) carries a 2.5% load
See RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX)Compare with other top Bank Loan category mutual funds

Aadditional top Bank Loan mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Seix Floating Rate Hi Inc A5.420.202.193.33
BlackRock Secured Credit Portfolio Instl (BMSIX)4.331.483.354.74Compare
Credit Suisse Floating Rate Hi Inc Instl (CSHIX)3.340.982.773.86Compare
BlackRock Floating Rate Income Inv A (BFRAX)3.391.152.593.55Compare

See top fund managers for Bank Loan Category Funds

 

Graph of RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) Net Asset TrackingRidgeWorth Seix Floating Rate Hi Inc A (SFRAX) Fund Net Asset

Track net asset change of RidgeWorth Seix Floating Rate Hi Inc A fund (SFRAX)

DateNet Asset
05/2016$4.35B
03/2016$4.37B
02/2016$4.33B
More historic net asset information on RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX)

  

Graph of RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) Portfolio TrackingRidgeWorth Seix Floating Rate Hi Inc A (SFRAX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Seix Floating Rate Hi Inc A fund (SFRAX)

DateCashStockBondOther
04/20160.68%0.12%98.21%0.94%
03/20160.46%0.13%92.69%6.67%
01/20160.86%0.03%98.57%0.49%
Click here to see more historic asset allocation information on RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX)

 

graph of RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Seix Floating Rate Hi Inc A (SFRAX) Fund

Discover what RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX) manager is buying

Apr 29, 2016
Ssc Government Mm Gvmxx [3.75%]
Fortescue Metals Group Ltd New Term Loans [2.43%]
Avago Technologies Cayman Ltd. 2016 Usd Term Loan B1 [2.14%]
Clarke Amern Corp Tranche B 3 Term Loan [2.1%]
Hilton Worldwide Fin Llc Term Loan [2.09%]
Level 3 Financing Inc 2020 Term Loan B [1.95%]
Altice Fing S A Syndicated Term Loan [1.66%]
Caesars Ent Operating Comp Inc B 6 [1.61%]
Clear Channel Communications Term Loan E [1.44%]
First Data Corp 2021 Extended Dollar Term Loan [1.44%]

Mar 30, 2016
Ssc Government Mm Gvmxx [4.08%]
Avago Technologies Cayman Ltd. 2016 Usd Term Loan B1 [2.22%]
Fortescue Metals Group Ltd New Term Loans [2.22%]
Clarke Amern Corp Tranche B 3 Term Loan [2.12%]
Hilton Worldwide Fin Llc Term Loan [2.11%]
Level 3 Financing Inc 2020 Term Loan B [1.97%]
Altice Fing S A Syndicated Term Loan [1.68%]
Caesars Ent Operating Comp Inc B 6 [1.59%]
First Data Corp 2018 New Dollar Term Loans [1.5%]
Clear Channel Communications Term Loan E [1.35%]

Jan 30, 2016
Ssc Government Mm Gvmxx [4.63%]
Hilton Worldwide Fin Llc Term Loan [2.16%]
Avago Technologies Cayman Ltd. 2016 Usd Term Loan B1 [2.03%]
Clarke Amern Corp Tranche B 3 Term Loan [1.9%]
Level 3 Financing Inc 2020 Term Loan B [1.86%]
First Data Corp 2018 New Dollar Term Loans [1.69%]
Fortescue Metals Group Ltd New Term Loans [1.68%]
Altice Fing S A Syndicated Term Loan [1.54%]
Caesars Ent Operating Comp Inc B 6 [1.44%]
Clear Channel Communications Term Loan E [1.2%]
Click here for Stock Holding Change Map in RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX)

  

Latest News on RidgeWorth Seix Floating Rate Hi Inc A (SFRAX) Fund

See what is happening with RidgeWorth Seix Floating Rate Hi Inc A Fund (SFRAX)

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