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RidgeWorth Mid-Cap Value Equity C (SMVFX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Mid-Cap Value Equity C (SMVFX) Fund

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Graph of RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) ManagerFund Manager - Don Wordell

Fund Manager Information

Fund Manager Tenure: 17.7 years
Similar Funds: SMVTX 
Fund Family: RidgeWorth
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)
Mr. Wordell began his investment career immediately following his completion of an M.B.A. From 1996 until 2001 he served Trusco Capital Management as an equity research analyst dedicated to value investing. In 2001 he was appointed portfolio manager of the firm's mid-cap value strategy and in 2003 he became sole manager of the strategy. He continues to manage the same strategy today, and his investment success has been integral to the development of Ceredex as an independent firm.  Get more insights on Don Wordell

 

Graph of RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) ProfileRidgeWorth Mid-Cap Value Equity C Fund (SMVFX) Profile

Fund Profile and Description

RidgeWorth Mid-Cap Value Equity C Fund seeks capital appreciation; current income is secondary. RidgeWorth Mid-Cap Value Equity C Fund invests at least 80% of net assets in U.S. traded equity securities of mid cap companies. U.S. traded equity securities may include American Depositary Receipts ("ADRs"). It targets companies with market capitalizations similar to those of companies in the Russell Mid-cap Index. In addition, to implement the investment strategy, the fund may buy or sell, to a limited extent, derivative instruments.

 

RidgeWorth Mid-Cap Value Equity C (SMVFX) Fund Strength What we like about RidgeWorth Mid-Cap Value Equity C (SMVFX) Fund

Data for RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) as of May 30, 2016

  • RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) management has been with RidgeWorth Mid-Cap Value Equity C Fund for 17.7 years
  • RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) has good short-term performance (1-year return -3.00% vs -3.20% Mid-Cap Value category median performance)
  • RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) ratio of up-years vs down years is greater than 2

RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) Weakness What we are cautious about RidgeWorth Mid-Cap Value Equity C (SMVFX) Fund

Data for RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) as of May 30, 2016

  • RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) has a less-than-ideal mid-term performance (3-year return 7.20% vs 8.20% Mid-Cap Value category median performance)
  • RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) has a less-than-ideal Long-term performance (5-year return 7.70% vs 8.87% Mid-Cap Value category median performance)
  • RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) has a Morningstar rating of 3 and below
  • RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) is less safe compared to its Mid-Cap Value peers
  • RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) has an annual stock turnover rate of 98.00% that is higher than the Mid-Cap Value average of 53.78%. This could mean RidgeWorth Mid-Cap Value Equity C is more nimble, but also signal potential high tax impact and high trading fees
  • RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.82 that is higher than category average of 12.6
  • RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) has a higher expense ratio of 1.78% than its Mid-Cap Value average of 1.18%
  • RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) carries a 1% load
See RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Mid-Cap Value Equity C Fund (SMVFX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Mid-Cap Value Equity C5.57-3.007.207.70
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare RidgeWorth Mid-Cap Value Equity C Fund (SMVFX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) Net Asset TrackingRidgeWorth Mid-Cap Value Equity C (SMVFX) Fund Net Asset

Track net asset change of RidgeWorth Mid-Cap Value Equity C fund (SMVFX)

DateNet Asset
05/2016$3.28B
03/2016$3.38B
02/2016$3.18B
More historic net asset information on RidgeWorth Mid-Cap Value Equity C Fund (SMVFX)

  

Graph of RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) Portfolio TrackingRidgeWorth Mid-Cap Value Equity C (SMVFX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Mid-Cap Value Equity C fund (SMVFX)

DateCashStockBondOther
04/20163.15%96.85%0%0%
03/20162.7%97.3%0%0%
01/20161.59%98.41%0%0%
Click here to see more historic asset allocation information on RidgeWorth Mid-Cap Value Equity C Fund (SMVFX)

 

graph of RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Mid-Cap Value Equity C (SMVFX) Fund

Discover what RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) manager is buying

Apr 29, 2016
Cigna Corporation Common Stock [3.54%]
Cypress Semiconductor Corporati [3.37%]
Pioneer Natural Resources Compa [2.98%]
Lazard LTD. Lazard, LTD. Class [2.91%]
Ameriprise Financial, Inc. Comm [2.86%]
XL Group plc [2.35%]
Hartford Financial Services Gro [2.34%]
Allstate Corporation (The) Comm [2.33%]
Willis Towers Watson Public Lim [2.28%]
Harris Corporation Common Stock [2.01%]

Mar 30, 2016
Cigna Corporation Common Stock [3.3%]
Cypress Semiconductor Corporati [3.22%]
Pioneer Natural Resources Compa [3.14%]
Lazard LTD. Lazard, LTD. Class [2.88%]
Ameriprise Financial, Inc. Comm [2.75%]
Hartford Financial Services Gro [2.42%]
Allstate Corporation (The) Comm [2.4%]
XL Group plc [2.3%]
Willis Towers Watson Public Lim [2.15%]
Invesco Ltd Common Stock [1.99%]

Jan 30, 2016
Cigna Corporation Common Stock [3.23%]
Pioneer Natural Resources Compa [2.97%]
Allstate Corporation (The) Comm [2.86%]
Cypress Semiconductor Corporati [2.81%]
Noble Energy Inc. Common Stock [2.77%]
Lazard LTD. Lazard, LTD. Class [2.72%]
Invesco Ltd Common Stock [2.72%]
Edison International Common Sto [2.57%]
Exelon Corporation Common Stock [2.55%]
Sempra Energy Common Stock [2.55%]
Click here for Stock Holding Change Map in RidgeWorth Mid-Cap Value Equity C Fund (SMVFX)

  

Latest News on RidgeWorth Mid-Cap Value Equity C (SMVFX) Fund

See what is happening with RidgeWorth Mid-Cap Value Equity C Fund (SMVFX)

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RidgeWorth Mid-Cap Value Equity C Fund (SMVFX) Related ResourcesSee more information on RidgeWorth Mid-Cap Value Equity C (SMVFX) Fund

Popular pages on RidgeWorth Mid-Cap Value Equity C (SMVFX) Fund

  

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