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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Fund Manager - Brett Barner

Fund Manager Information

Fund Manager Tenure: 22.6 years
Fund 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 2000Â® 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 22.6 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

See RidgeWorth Small Cap Value Equity C Fund (STCEX) performance details as of May 30, 2016

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

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

More historic net asset information on RidgeWorth Small Cap Value Equity C Fund (STCEX)

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%

Click here to see more historic asset allocation information on RidgeWorth Small Cap Value Equity C Fund (STCEX)

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

Apr 29, 2016

Fair Isaac Corproation Common S [5.1%]
Energizer Holdings, Inc. Common [3.6%]
PROGRESSIVE WASTE SOLUTIONS LTD [3.51%]
Hanover Insurance Group Inc [3.06%]
AMC Entertainment Holdings, Inc [2.82%]
B&G Foods, Inc. B&G Foods, Inc. [2.81%]
Medical Properties Trust, Inc. [2.67%]
Hill-Rom Holdings Inc Common St [2.66%]
HSN, Inc. [2.61%]
Hecla Mining Company Common Sto [2.36%]

Mar 30, 2016

Fair Isaac Corproation Common S [5.24%]
PROGRESSIVE WASTE SOLUTIONS LTD [3.5%]
Energizer Holdings, Inc. Common [3.47%]
Hanover Insurance Group Inc [3.33%]
AMC Entertainment Holdings, Inc [2.9%]
Hill-Rom Holdings Inc Common St [2.87%]
Medical Properties Trust, Inc. [2.69%]
HSN, Inc. [2.67%]
B&G Foods, Inc. B&G Foods, Inc. [2.46%]
Herman Miller, Inc. [2.41%]

Jan 30, 2016

Fair Isaac Corproation Common S [5.16%]
Hanover Insurance Group Inc [3.99%]
PROGRESSIVE WASTE SOLUTIONS LTD [3.87%]
Energizer Holdings, Inc. Common [2.97%]
Hill-Rom Holdings Inc Common St [2.83%]
HSN, Inc. [2.75%]
AMC Entertainment Holdings, Inc [2.64%]
B&G Foods, Inc. B&G Foods, Inc. [2.54%]
Plantronics, Inc. Common Stock [2.52%]
Medical Properties Trust, Inc. [2.49%]

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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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.