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Mutual Fund Insights: RidgeWorth Mid-Cap Value Equity I Fund (SMVTX)

In-depth Analysis of RidgeWorth Mid-Cap Value Equity I Fund (SMVTX)

Mutual fund chart: RidgeWorth Mid-Cap Value Equity I Fund (SMVTX)

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See RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) performance details as of January 31, 2010

  

    Last Trade: $11.06 on 3/19/2010, Change: -0.11 (-0.98%)
Experiment our closing price forecasting tool for RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) (alpha release)

  

Fund Manager - Don Wordell

Fund Manager Tenure: 8.3 years   [Similar Funds: SMVFX ]
Fundmojo Fund Grade: Mojo Master (Score: 0.86)     (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

  

What we like about RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) What we like about RidgeWorth Mid-Cap Value Equity I Fund (SMVTX)

Data for RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) as of January 31, 2010

  • RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) management has been with RidgeWorth Mid-Cap Value Equity I Fund for 8.3 years
  • RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) has good short-term performance (1-year return 52.23% vs 43.98% Mid-Cap Value category average)
  • RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) has good mid-term performance (3-year return -0.79% vs -6.98% Mid-Cap Value category average)
  • RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) has good Long-term performance (5-year return 6.60% vs 1.33% Mid-Cap Value category average)
  • RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) has a Morningstar rating of 4 and above
  • RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.8, lower than category average of 24.2
  • RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) has a lower management fee than its Mid-Cap Value average: 1.08% vs 1.37%
  • RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) What we are cautious about RidgeWorth Mid-Cap Value Equity I Fund (SMVTX)

Data for RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) as of January 31, 2010

See RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Value category?

Below are some additional Mid-Cap Value mutual funds generated out of our database

  

RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) Net Asset

Track net asset change of RidgeWorth Mid-Cap Value Equity I fund (SMVTX)

DateNet Asset
01/2010$674.55M
11/2009$620.29M
10/2009$575.11M
More historic net asset information on RidgeWorth Mid-Cap Value Equity I Fund (SMVTX)

  

RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) Portfolio Allocation

Track portfolio allocation change of RidgeWorth Mid-Cap Value Equity I fund (SMVTX)

DateCashStockBondOther
10/20096.6%93.4%0%0%
09/20094.08%95.92%0%0%
08/20094.87%95.13%0%0%
Click here to see more historic asset allocation information on RidgeWorth Mid-Cap Value Equity I Fund (SMVTX)

  

Most Recent Top 10 Holdings in RidgeWorth Mid-Cap Value Equity I Fund (SMVTX)

Discover what RidgeWorth Mid-Cap Value Equity I Fund (SMVTX) manager is buying

31-Oct-09
RidgeWorth Inst Cash Mgmt MMkt I [6.6%]
SAFEWAY STORES INC [2.5%]
BAKER HUGHES INTL [2.48%]
PPL CORP [2.42%]
SUPERVALU INC [2.42%]
INVESCO PLC NEW [2.34%]
SARA LEE CP [2.32%]
VALERO ENERGY CP [2.24%]
WILLIAMS COS [2.18%]
FOOT LOCKER INC [2.05%]

30-Sep-09
RidgeWorth Inst Cash Mgmt MMkt I [4.08%]
QUESTAR CP [3.12%]
SARA LEE CP [2.99%]
HARRIS CP [2.79%]
INVESCO PLC NEW [2.61%]
FOOT LOCKER INC [2.58%]
BAKER HUGHES INTL [2.56%]
VALERO ENERGY CP [2.55%]
PPL CORP [2.5%]
SUPERVALU INC [2.49%]

31-Aug-09
RidgeWorth Inst Cash Mgmt MMkt I [4.87%]
QUESTAR CP [3%]
SARA LEE CP [2.78%]
SAFEWAY STORES INC [2.58%]
HARRIS CP [2.54%]
PPL CORP [2.52%]
SUPERVALU INC [2.48%]
WILLIAMS COS [2.4%]
INVESCO PLC NEW [2.28%]
VALERO ENERGY CP [2.26%]
Click here for Stock Holding Change Map in RidgeWorth Mid-Cap Value Equity I Fund (SMVTX)

  

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Latest News on RidgeWorth Mid-Cap Value Equity I (SMVTX)

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