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RidgeWorth Small Cap Value Equity C (STCEX) Fund Ranking and Research
Ranking, Research and Recommendation of RidgeWorth Small Cap Value Equity C (STCEX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Brett Barner
Fund Manager Information
Fund Manager Tenure: 22.9 yearsFund Family: RidgeWorth
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65) (What does this score mean?)
RidgeWorth Small Cap Value Equity C Fund (STCEX) Profile
Fund Profile and Description
RidgeWorth Small Cap Value Equity C Fund seeks capital appreciation, and current income is a second consideration. RidgeWorth Small Cap Value Equity C Fund invests at least 80% of net assets in U.S. traded equity securities of small 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 2000® Value Index. In addition, to implement the investment strategy, the fund may buy or sell, to a limited extent, derivative instruments.
What we like about RidgeWorth Small Cap Value Equity C (STCEX) Fund
Data for RidgeWorth Small Cap Value Equity C Fund (STCEX) as of May 30, 2016
- RidgeWorth Small Cap Value Equity C Fund (STCEX) management has been with RidgeWorth Small Cap Value Equity C Fund for 22.9 years
- RidgeWorth Small Cap Value Equity C Fund (STCEX) has good short-term performance (1-year return 4.40% vs -5.18% Small Blend category median performance)
- RidgeWorth Small Cap Value Equity C Fund (STCEX) has good mid-term performance (3-year return 8.10% vs 6.96% Small Blend category median performance)
- RidgeWorth Small Cap Value Equity C Fund (STCEX) has good Long-term performance (5-year return 7.96% vs 7.84% Small Blend category median performance)
- RidgeWorth Small Cap Value Equity C Fund (STCEX) ratio of up-years vs down years is greater than 2
- RidgeWorth Small Cap Value Equity C Fund (STCEX) has a Morningstar rating of 4 and above
- Asset base in RidgeWorth Small Cap Value Equity C Fund (STCEX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- RidgeWorth Small Cap Value Equity C Fund (STCEX) has an annual stock turnover rate of 36.00% vs Small Blend average of 52.13%. It is good that RidgeWorth Small Cap Value Equity C management does not trade extensively for its return.
What we are cautious about RidgeWorth Small Cap Value Equity C (STCEX) Fund
Data for RidgeWorth Small Cap Value Equity C Fund (STCEX) as of May 30, 2016
- RidgeWorth Small Cap Value Equity C Fund (STCEX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.74 that is higher than category average of 14.58
- RidgeWorth Small Cap Value Equity C Fund (STCEX) has a higher expense ratio of 1.90% than its Small Blend average of 1.22%
- RidgeWorth Small Cap Value Equity C Fund (STCEX) carries a 1% load
What do you think?
Compare with other top Small Blend category mutual funds
Aadditional top Small Blend mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
RidgeWorth Small Cap Value Equity C | 12.80 | 4.40 | 8.10 | 7.96 | |
Voya Small Company W (ISMWX) | 5.84 | 0.39 | 9.50 | 9.36 | Compare |
Natixis Vaughan Nelson Small Cap Value A (NEFJX) | 4.84 | -1.74 | 10.70 | 10.01 | Compare |
CRM Small Cap Value Instl (CRISX) | 4.71 | -1.57 | 8.11 | 6.99 | Compare |
See top fund managers for Small Blend Category Funds
Compare with Small Blend category ETFs
Some Small Blend ETFs for your consideration
ETF | Year to Date | One Year | Three Year | SPDR S&P 600 Small Cap ETF (SLY) | 5.61% | 0.29% | 9.84% | Wilshire Micro-Cap ETF (WMCR) | 0 | 0 | 0 | Vanguard Small-Cap ETF (VB) | 0 | 0 | 0 | Vanguard S&P Small-Cap 600 ETF (VIOO) | 0 | 0 | 0 | WisdomTree SmallCap Earnings ETF (EES) | 0 | 0 | 0 |
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RidgeWorth Small Cap Value Equity C (STCEX) Fund Net Asset
Track net asset change of RidgeWorth Small Cap Value Equity C fund (STCEX)
Date | Net Asset |
05/2016 | $1.01B |
03/2016 | $970.16M |
02/2016 | $911.30M |
RidgeWorth Small Cap Value Equity C (STCEX) Fund Portfolio Allocation
Track portfolio allocation change of RidgeWorth Small Cap Value Equity C fund (STCEX)
Date | Cash | Stock | Bond | Other |
04/2016 | 0.73% | 99.27% | 0% | 0% |
03/2016 | 0% | 100% | 0% | 0% |
01/2016 | 1.82% | 98.18% | 0% | 0% |
Top 10 Holdings in RidgeWorth Small Cap Value Equity C (STCEX) Fund
Discover what RidgeWorth Small Cap Value Equity C Fund (STCEX) manager is buying
Click here for Stock Holding Change Map in RidgeWorth Small Cap Value Equity C Fund (STCEX)
Latest News on RidgeWorth Small Cap Value Equity C (STCEX) Fund
See what is happening with RidgeWorth Small Cap Value Equity C Fund (STCEX)
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See more information on RidgeWorth Small Cap Value Equity C (STCEX) Fund
Popular pages on RidgeWorth Small Cap Value Equity C (STCEX) Fund
- RidgeWorth Small Cap Value Equity C (STCEX) Fund Research and Recommendation
- RidgeWorth Small Cap Value Equity C (STCEX) Fund Performance Data
- RidgeWorth Small Cap Value Equity C (STCEX) Fund Manager Information
- Historic RidgeWorth Small Cap Value Equity C (STCEX) Fund Asset Allocation Report
- Historic RidgeWorth Small Cap Value Equity C (STCEX) Fund Top 10 Holding Tracking
- Historic RidgeWorth Small Cap Value Equity C (STCEX) Fund Asset Under Management Tracking