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Mutual Fund Insights: RidgeWorth Limited-Term Federal I Fund (SLMTX)

In-depth Analysis of RidgeWorth Limited-Term Federal I Fund (SLMTX)

Mutual fund chart: RidgeWorth Limited-Term Federal I Fund (SLMTX)

3 months
6 months
1 year
3 year
5 year

See RidgeWorth Limited-Term Federal I Fund (SLMTX) performance details as of January 31, 2010

  

    Last Trade: $10.43 on 3/19/2010, Change: +0.01 (0.1%)

  

Fund Manager - Michael Rieger

Fund Manager Tenure: 2.6 years
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Rieger is a managing director and senior portfolio manager with Seix, his employer since 2007. He focuses primarily on securitized assets including mortgage-backed and asset-backed securities. Prior to joining Seix in 2007, Rieger was a managing director at AIG Global Investments since 2005 and vice president from 2002 to 2005.  Get more insights on Michael Rieger

  

What we like about RidgeWorth Limited-Term Federal I Fund (SLMTX) What we like about RidgeWorth Limited-Term Federal I Fund (SLMTX)

Data for RidgeWorth Limited-Term Federal I Fund (SLMTX) as of January 31, 2010

  • RidgeWorth Limited-Term Federal I Fund (SLMTX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • RidgeWorth Limited-Term Federal I Fund (SLMTX) has good short-term performance (1-year return 7.22% vs 4.21% Short Government category average)
  • RidgeWorth Limited-Term Federal I Fund (SLMTX) has good mid-term performance (3-year return 6.34% vs 4.96% Short Government category average)
  • RidgeWorth Limited-Term Federal I Fund (SLMTX) has good Long-term performance (5-year return 4.88% vs 3.96% Short Government category average)
  • RidgeWorth Limited-Term Federal I Fund (SLMTX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Limited-Term Federal I Fund (SLMTX) has a Morningstar rating of 4 and above
  • RidgeWorth Limited-Term Federal I Fund (SLMTX) has a lower management fee than its Short Government average: 0.65% vs 0.87%
  • RidgeWorth Limited-Term Federal I Fund (SLMTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about RidgeWorth Limited-Term Federal I Fund (SLMTX) What we are cautious about RidgeWorth Limited-Term Federal I Fund (SLMTX)

Data for RidgeWorth Limited-Term Federal I Fund (SLMTX) as of January 31, 2010

  • RidgeWorth Limited-Term Federal I Fund (SLMTX) management has been with RidgeWorth Limited-Term Federal I Fund for only 2.6 years, it is hard to judge manager's ability based on this fund's operation record
  • RidgeWorth Limited-Term Federal I Fund is a focused fund with 76.33% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • RidgeWorth Limited-Term Federal I Fund (SLMTX) is less safe compared to its Short Government peers
  • RidgeWorth Limited-Term Federal I Fund (SLMTX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.09 that is higher than category average of 2.3
See RidgeWorth Limited-Term Federal I Fund (SLMTX) performance details as of January 31, 2010

  

  

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RidgeWorth Limited-Term Federal I Fund (SLMTX) Net Asset

Track net asset change of RidgeWorth Limited-Term Federal I fund (SLMTX)

DateNet Asset
01/2010$23.77M
11/2009$26.44M
10/2009$29.04M
More historic net asset information on RidgeWorth Limited-Term Federal I Fund (SLMTX)

  

RidgeWorth Limited-Term Federal I Fund (SLMTX) Portfolio Allocation

Track portfolio allocation change of RidgeWorth Limited-Term Federal I fund (SLMTX)

DateCashStockBondOther
10/200922.8%0%77.2%0%
09/20093.73%0%96.27%0%
08/20095.44%0%94.56%0%
Click here to see more historic asset allocation information on RidgeWorth Limited-Term Federal I Fund (SLMTX)

  

Most Recent Top 10 Holdings in RidgeWorth Limited-Term Federal I Fund (SLMTX)

Discover what RidgeWorth Limited-Term Federal I Fund (SLMTX) manager is buying

31-Oct-09
RidgeWorth Inst US Govt Secs I [22.8%]
Fnma 30yr Tba Jan 6.00% [8.77%]
FHLMC 5% [5.76%]
United States Treas Nts 3.75% [5.44%]
FNMA 5.5% [4.92%]
GNMA [4.85%]
FHLMC 4.5% [4.1%]
Fn 995346 6.5 09/01/36 [3.52%]
FHLMC 6% [3.44%]
FNMA [3.43%]

30-Sep-09
FNMA 5% [10.8%]
FHLMC 5% [7.13%]
FHLMC 5.5% [6.31%]
FNMA 5.5% [6.16%]
GNMA [6.12%]
FHLMC 4.5% [5.09%]
Fn 995346 6.5 09/01/36 [4.43%]
FNMA 4% [4.3%]
FHLMC 6% [4.25%]
FNMA 5.5% [4.18%]

31-Aug-09
FNMA 5% [10.17%]
FHLMC 5% [6.67%]
FHLMC 5.5% [5.98%]
FNMA 5.5% [5.84%]
GNMA [5.81%]
RidgeWorth Inst US Govt Secs I [5.44%]
FNMA [5.37%]
FHLMC 4.5% [4.76%]
Fn 995346 6.5 09/01/36 [4.22%]
FNMA 4% [4.02%]
Click here for Stock Holding Change Map in RidgeWorth Limited-Term Federal I Fund (SLMTX)

  

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