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RidgeWorth Seix S/T Municipal Bond A (SMMAX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Seix S/T Municipal Bond A (SMMAX) Fund

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Graph of RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) ManagerFund Manager - Dusty H. Self

Fund Manager Information

Fund Manager Tenure: 7.1 years
Fund Family: RidgeWorth
Fund Category: Muni National Short
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)
Ms. Dusty Self currently serves as Director of StableRiver and served as Vice President of StableRiver since 1992. She has more than 17 years of investment experience  Get more insights on Dusty H. Self

 

Graph of RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) ProfileRidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) Profile

Fund Profile and Description

RidgeWorth Seix S/T Municipal Bond A Fund seeks high current income exempt from federal and Maryland income tax, consistent with preservation of capital. RidgeWorth Seix S/T Municipal Bond A Fund invests at least 80% of assets in municipal securities, including securities subject to the alternative minimum tax, with income exempt from federal and Maryland income taxes. It invests up to 20% of assets in certain taxable debt securities. Issuers of these securities can be located in Maryland, Puerto Rico and other U.S. territories and possessions. It is non-diversified.

 

RidgeWorth Seix S/T Municipal Bond A (SMMAX) Fund Strength What we like about RidgeWorth Seix S/T Municipal Bond A (SMMAX) Fund

Data for RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) as of May 30, 2016

  • RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) management has been with RidgeWorth Seix S/T Municipal Bond A Fund for 7.1 years
  • RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) has good Long-term performance (5-year return 2.13% vs 1.38% Muni National Short category median performance)
  • RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) is less volatile than its peers as it has a 3-year Standard Deviation of 0.89, lower than category average of 1.26
  • RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) has a lower expense ratio than its Muni National Short average: 0.67% vs 0.71%

RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) Weakness What we are cautious about RidgeWorth Seix S/T Municipal Bond A (SMMAX) Fund

Data for RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) as of May 30, 2016

  • RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) has a less-than-ideal short-term performance (1-year return 0.73% vs 1.39% Muni National Short category median performance)
  • RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) has a less-than-ideal mid-term performance (3-year return 0.59% vs 0.80% Muni National Short category median performance)
  • RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) has a Morningstar rating of 3 and below
  • RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) is less safe compared to its Muni National Short peers
  • RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) has an annual stock turnover rate of 82.00% that is higher than the Muni National Short average of 25.33%. This could mean RidgeWorth Seix S/T Municipal Bond A is more nimble, but also signal potential high tax impact and high trading fees
  • RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) carries a 2.5% load
See RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX)Compare with other top Muni National Short category mutual funds

Aadditional top Muni National Short mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Seix S/T Municipal Bond A0.330.730.592.13
Wells Fargo Advantage Strat Muni Bd Adm (VMPYX)1.413.242.513.08Compare

See top fund managers for Muni National Short Category Funds

 

Compare RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX)Compare with Muni National Short category ETFs

Some Muni National Short ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Short Municipal ETF (SMB)1.00%2.60%1.17%
Market Vectors Pre-Refunded Muni ETF (PRB)0.80%2.12%0.37%
PIMCO Short Term Municipal Bond Actv ETF (SMMU)0.82%1.71%0.80%
iShares ST National AMTFree Muni Bnd (SUB)000
SPDR Nuveen Barclays ST Muni Bd ETF (SHM)000

 

Graph of RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) Net Asset TrackingRidgeWorth Seix S/T Municipal Bond A (SMMAX) Fund Net Asset

Track net asset change of RidgeWorth Seix S/T Municipal Bond A fund (SMMAX)

DateNet Asset
05/2016$38.28M
03/2016$39.57M
02/2016$39.43M
More historic net asset information on RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX)

  

Graph of RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) Portfolio TrackingRidgeWorth Seix S/T Municipal Bond A (SMMAX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Seix S/T Municipal Bond A fund (SMMAX)

DateCashStockBondOther
04/201626.28%0%73.72%0%
03/201625.24%0%74.76%0%
01/201628.45%0%71.55%0%
Click here to see more historic asset allocation information on RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX)

 

graph of RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Seix S/T Municipal Bond A (SMMAX) Fund

Discover what RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) manager is buying

Apr 29, 2016
Texas St Pub Fin Auth 4% [7.41%]
Rhode Island St & Providence P Go Bds 5% [5.78%]
Crawford Cnty Ohio Hosp Facs R Ref 1.43% [4.91%]
Chicago Ill O Hare Intl Arpt R Ref Bd 5% [4.07%]
Fort Lauderdale Fla Wtr & Swr Rev Ref 5% [3.96%]
Los Angeles Cnty Calif Regl Fi Insure 3% [3.69%]
Baldwin Cnty Ala Brd Ed Ref Sch W 5% [3.45%]
Missouri St Brd Pub Bldgs Spl Spl Obl 4% [3.23%]
Port Seattle Wash Ltd Tax G 5.25% [2.99%]
Indiana St Fin Auth 5% [2.91%]

Mar 30, 2016
Texas St Pub Fin Auth 4% [7.5%]
Rhode Island St & Providence P Go Bds 5% [5.83%]
Crawford Cnty Ohio Hosp Facs R Ref 1.43% [4.95%]
Chicago Ill O Hare Intl Arpt R Ref Bd 5% [4.11%]
Los Angeles Cnty Calif Regl Fi Insure 3% [3.72%]
Baldwin Cnty Ala Brd Ed Ref Sch W 5% [3.49%]
Harris Cnty Tex Met Tran Auth 5% [3.41%]
Missouri St Brd Pub Bldgs Spl Spl Obl 4% [3.26%]
Port Seattle Wash Ltd Tax G 5.25% [3.01%]
Indiana St Fin Auth 5% [2.92%]

Jan 30, 2016
Texas St Pub Fin Auth 4% [7.1%]
Rhode Island St & Providence P Go Bds 5% [5.51%]
Crawford Cnty Ohio Hosp Facs R Ref 1.43% [4.66%]
Chicago Ill O Hare Intl Arpt R Ref Bd 5% [3.88%]
Los Angeles Cnty Calif Regl Fi Insure 3% [3.5%]
Baldwin Cnty Ala Brd Ed Ref Sch W 5% [3.29%]
Harris Cnty Tex Met Tran Auth 5% [3.23%]
Missouri St Brd Pub Bldgs Spl Spl Obl 4% [3.08%]
Port Seattle Wash Ltd Tax G 5.25% [2.85%]
District Columbia Wtr & Swr Au Sr Lie 6% [2.65%]
Click here for Stock Holding Change Map in RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX)

  

Latest News on RidgeWorth Seix S/T Municipal Bond A (SMMAX) Fund

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RidgeWorth Seix S/T Municipal Bond A Fund (SMMAX) Related ResourcesSee more information on RidgeWorth Seix S/T Municipal Bond A (SMMAX) Fund

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