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RidgeWorth Seix NC Tax-Exempt Bond A (SNCIX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Seix NC Tax-Exempt Bond A (SNCIX) Fund

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Graph of RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) ManagerFund Manager - Chris Carter

Fund Manager Information

Fund Manager Tenure: 14.4 years
Fund Family: RidgeWorth
Fund Category: Muni Single State Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)
Mr. Chris Carter, CFA, Director of StableRiver. Carter has served as Vice President of Trusco since July 2003. Prior to joining Trusco, Mr. Carter served as a Portfolio Manager, Assistant Portfolio Manager, and fixed income trader of Evergreen Investment Management Company from January 2002 to July 2003. Carter served as a portfolio manager and fixed income trader of Wachovia Asset Management from September 1998 to January 2002. Carter holds the Chartered Financial Analyst designation.  Get more insights on Chris Carter

 

Graph of RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) ProfileRidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) Profile

Fund Profile and Description

RidgeWorth Seix NC Tax-Exempt Bond A Fund seeks current income exempt from federal and state income taxes for North Carolina residents without undue risk. RidgeWorth Seix NC Tax-Exempt Bond A Fund normally invest at least 80% of net assets in municipal securities with income exempt from federal and North Carolina income taxes. Up to 20% of the fund’s assets may be invested in securities subject to the alternative minimum tax or in certain taxable debt securities. It may buy and sell derivatives instruments. RidgeWorth Seix NC Tax-Exempt Bond A Fund is non-diversified.

 

RidgeWorth Seix NC Tax-Exempt Bond A (SNCIX) Fund Strength What we like about RidgeWorth Seix NC Tax-Exempt Bond A (SNCIX) Fund

Data for RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) as of May 30, 2016

  • RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) management has been with RidgeWorth Seix NC Tax-Exempt Bond A Fund for 14.4 years
  • RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) has good short-term performance (1-year return 5.25% vs 4.21% Muni Single State Interm category median performance)
  • RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) has good mid-term performance (3-year return 3.57% vs 2.77% Muni Single State Interm category median performance)
  • RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) has good Long-term performance (5-year return 4.48% vs 3.54% Muni Single State Interm category median performance)
  • RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) ratio of up-years vs down years is greater than 2
  • Asset base in RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) has a lower expense ratio than its Muni Single State Interm average: 0.80% vs 0.91%

RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) Weakness What we are cautious about RidgeWorth Seix NC Tax-Exempt Bond A (SNCIX) Fund

Data for RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) as of May 30, 2016

  • RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) has a Morningstar rating of 3 and below
  • RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) is less safe compared to its Muni Single State Interm peers
  • RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) has an annual stock turnover rate of 42.00% that is higher than the Muni Single State Interm average of 9.64%. This could mean RidgeWorth Seix NC Tax-Exempt Bond A is more nimble, but also signal potential high tax impact and high trading fees
  • RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.7 that is higher than category average of 3.11
  • RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) carries a 4.75% load
See RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX)Compare with other top Muni Single State Interm category mutual funds

Aadditional top Muni Single State Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Seix NC Tax-Exempt Bond A2.305.253.574.48
Colorado BondShares A Tax-Exempt (HICOX)1.484.444.014.58Compare
Dupree AL Tax-Free Income (DUALX)2.194.793.834.99Compare
Aquila Tax-Free Fund For Utah A (UTAHX)2.314.744.085.08Compare

See top fund managers for Muni Single State Interm Category Funds

 

Graph of RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) Net Asset TrackingRidgeWorth Seix NC Tax-Exempt Bond A (SNCIX) Fund Net Asset

Track net asset change of RidgeWorth Seix NC Tax-Exempt Bond A fund (SNCIX)

DateNet Asset
05/2016$29.25M
03/2016$29.07M
02/2016$28.75M
More historic net asset information on RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX)

  

Graph of RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) Portfolio TrackingRidgeWorth Seix NC Tax-Exempt Bond A (SNCIX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Seix NC Tax-Exempt Bond A fund (SNCIX)

DateCashStockBondOther
04/20162.94%0%97.06%0%
03/20163.61%0%96.39%0%
01/20161.51%0%98.49%0%
Click here to see more historic asset allocation information on RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX)

 

graph of RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Seix NC Tax-Exempt Bond A (SNCIX) Fund

Discover what RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX) manager is buying

Apr 29, 2016
Univ N C Charlotte Rev Gen Rev B 0.01% [6.15%]
North Carolina Med Care Commn Rev 0.02% [5.96%]
North Carolina St Go Ref Bd 5% [5.3%]
Western Carolina Univ N C Rev Ref Ltd 4% [4.67%]
Raleigh N C Comb Entpr Sy Combine E 5% [4.49%]
Pitt Cnty N C Ltd Obl Ltd Oblig 5% [4.28%]
Charlotte N C Wtr & Swr Sys Re Ref Bd 5% [4.2%]
North Carolina St Univ N C Ral Gen Re 5% [4.15%]
Charlotte N C Wtr & Swr Sys Re Wtr An 5% [4.11%]
Buncombe Cnty N C Met Sew Dist 5% [4.11%]

Mar 30, 2016
Univ N C Charlotte Rev Gen Rev B 0.01% [6.06%]
North Carolina Med Care Commn Rev 0.02% [5.93%]
North Carolina St Go Ref Bd 5% [5.27%]
Western Carolina Univ N C Rev Ref Ltd 4% [4.59%]
Raleigh N C Comb Entpr Sy Combine E 5% [4.42%]
Pitt Cnty N C Ltd Obl Ltd Oblig 5% [4.24%]
Charlotte N C Wtr & Swr Sys Re Ref Bd 5% [4.14%]
North Carolina St Univ N C Ral Gen Re 5% [4.09%]
Charlotte N C Wtr & Swr Sys Re Wtr An 5% [4.09%]
Buncombe Cnty N C Met Sew Dist 5% [4.03%]

Jan 30, 2016
North Carolina St Go Ref Bd 5% [7.57%]
Univ N C Charlotte Rev Gen Rev B 0.01% [6.34%]
North Carolina Med Care Commn Rev 0.02% [6.33%]
Raleigh N C Comb Entpr Sy Combine E 5% [4.69%]
Pitt Cnty N C Ltd Obl Ltd Oblig 5% [4.46%]
Charlotte N C Wtr & Swr Sys Re Ref Bd 5% [4.37%]
Charlotte N C Wtr & Swr Sys Re Wtr An 5% [4.36%]
North Carolina St Univ N C Ral Gen Re 5% [4.35%]
Buncombe Cnty N C Met Sew Dist 5% [4.27%]
North Carolina Cap Facs Fin Ag Rev Re 5% [4.25%]
Click here for Stock Holding Change Map in RidgeWorth Seix NC Tax-Exempt Bond A Fund (SNCIX)

  

Latest News on RidgeWorth Seix NC Tax-Exempt Bond A (SNCIX) Fund

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