RidgeWorth Seix Core Bond A (STGIX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Seix Core Bond A (STGIX) Fund

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Fund Manager - Perry Troisi

Fund Manager Information

Fund Manager Tenure: 15.5 years
Fund Family: RidgeWorth
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)

 

RidgeWorth Seix Core Bond A Fund (STGIX) Profile

Fund Profile and Description

RidgeWorth Seix Core Bond A Fund seeks current income and capital appreciation, consistent with preservation of capital. RidgeWorth Seix Core Bond A Fund invests at least 80% of net assets in fixed income securities rated investment grade by at least one national securities rating agency or unrated securities that the Adviser believes are of comparable quality. It may invest up to 20% of net assets in below investment grade, high yield debt obligations, including emerging market debt and floating rate loans.

 

 What we like about RidgeWorth Seix Core Bond A (STGIX) Fund

Data for RidgeWorth Seix Core Bond A Fund (STGIX) as of May 30, 2016

• RidgeWorth Seix Core Bond A Fund (STGIX) management has been with RidgeWorth Seix Core Bond A Fund for 15.5 years
• RidgeWorth Seix Core Bond A Fund (STGIX) has good short-term performance (1-year return 2.30% vs 2.06% Intermediate-Term Bond category median performance)
• RidgeWorth Seix Core Bond A Fund (STGIX) has good mid-term performance (3-year return 2.52% vs 2.45% Intermediate-Term Bond category median performance)
• RidgeWorth Seix Core Bond A Fund (STGIX) ratio of up-years vs down years is greater than 2
• RidgeWorth Seix Core Bond A Fund (STGIX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.83, lower than category average of 3.08
• RidgeWorth Seix Core Bond A Fund (STGIX) has a lower expense ratio than its Intermediate-Term Bond average: 0.65% vs 0.81%

 What we are cautious about RidgeWorth Seix Core Bond A (STGIX) Fund

Data for RidgeWorth Seix Core Bond A Fund (STGIX) as of May 30, 2016

• RidgeWorth Seix Core Bond A Fund (STGIX) has a less-than-ideal Long-term performance (5-year return 3.21% vs 3.27% Intermediate-Term Bond category median performance)
• RidgeWorth Seix Core Bond A Fund (STGIX) has a Morningstar rating of 3 and below
• RidgeWorth Seix Core Bond A Fund (STGIX) is less safe compared to its Intermediate-Term Bond peers
• RidgeWorth Seix Core Bond A Fund (STGIX) has an annual stock turnover rate of 232.00% that is higher than the Intermediate-Term Bond average of 158.97%. This could mean RidgeWorth Seix Core Bond A is more nimble, but also signal potential high tax impact and high trading fees
• RidgeWorth Seix Core Bond A Fund (STGIX) carries a 4.75% load

See RidgeWorth Seix Core Bond A Fund (STGIX) performance details as of May 30, 2016

 

What do you think?

 

Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
RidgeWorth Seix Core Bond A	3.52	2.30	2.52	3.21
DoubleLine Total Return Bond N (DLTNX)	1.96	2.45	2.98	4.59	Compare
Sterling Capital Total Return Bond I (BIBTX)	3.75	3.24	3.10	3.66	Compare
Touchstone Flexible Income Y (MXIIX)	3.01	3.85	3.80	4.64	Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETF	Year to Date	One Year	Three Year
Vanguard Intermediate-Term Bond ETF (BIV)	4.41%	3.91%	3.36%
Vanguard Total Bond Market ETF (BND)	3.37%	3.14%	2.85%
Vanguard Mortgage-Backed Securities ETF (VMBS)	2.02%	2.51%	2.99%
iShares MBS (MBB)	2.24%	2.43%	2.91%
iShares Interm Government/Credit Bd (GVI)	2.51%	2.14%	1.88%

 

RidgeWorth Seix Core Bond A (STGIX) Fund Net Asset

Track net asset change of RidgeWorth Seix Core Bond A fund (STGIX)

Date	Net Asset
05/2016	$268.64M
03/2016	$269.00M
02/2016	$267.77M

More historic net asset information on RidgeWorth Seix Core Bond A Fund (STGIX)

  

RidgeWorth Seix Core Bond A (STGIX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Seix Core Bond A fund (STGIX)

Date	Cash	Stock	Bond	Other
04/2016	19.3%	0%	80.4%	0.29%
03/2016	19.74%	0%	80.26%	0%
01/2016	15.67%	0%	84.33%	0%

Click here to see more historic asset allocation information on RidgeWorth Seix Core Bond A Fund (STGIX)

 

Top 10 Holdings in RidgeWorth Seix Core Bond A (STGIX) Fund

Discover what RidgeWorth Seix Core Bond A Fund (STGIX) manager is buying

Apr 29, 2016 US Treasury Note 1.625% [10.76%] US Treasury Bond 3% [6.25%] US Treasury Note 1.25% [3.81%] US Treasury Note 1.375% [2.61%] FNMA 3.5% [1.64%] GNMA 4% [1.11%] GNMA 4.5% [1.07%] Db Master Fin Llc 2015-1 3.98% [0.94%] Morgan Stanley Cap I 2014-Cpt CMO 3.35% [0.88%]

Mar 30, 2016 US Treasury Note 1.625% [10.81%] US Treasury Note 1.25% [4.99%] US Treasury Bond 3% [4.86%] US Treasury Note 1.375% [1.79%] FNMA 3.5% [1.71%] Morgan Stanley Cap I 2014-Cpt CMO 3.35% [1.27%] GNMA 4% [1.11%] GNMA 4.5% [1.1%] Db Master Fin Llc 2015-1 3.98% [0.94%]

Jan 30, 2016 US Treasury Note 2.25% [9.74%] US Treasury Note 1.25% [5.23%] US Treasury Bond 2.875% [4.72%] FNMA 3.5% [1.81%] FHLMC CMO [1.42%] Morgan Stanley Cap I 2014-Cpt CMO 3.35% [1.32%] GNMA 4% [1.19%] GNMA 4.5% [1.18%] Ba Credit Card Tr 2015-1a FRN [1.03%]

Click here for Stock Holding Change Map in RidgeWorth Seix Core Bond A Fund (STGIX)

  

Latest News on RidgeWorth Seix Core Bond A (STGIX) Fund

See what is happening with RidgeWorth Seix Core Bond A Fund (STGIX)

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See more information on RidgeWorth Seix Core Bond A (STGIX) Fund

Popular pages on RidgeWorth Seix Core Bond A (STGIX) Fund

• RidgeWorth Seix Core Bond A (STGIX) Fund Research and Recommendation
• RidgeWorth Seix Core Bond A (STGIX) Fund Performance Data
• RidgeWorth Seix Core Bond A (STGIX) Fund Manager Information
• Historic RidgeWorth Seix Core Bond A (STGIX) Fund Asset Allocation Report
• Historic RidgeWorth Seix Core Bond A (STGIX) Fund Top 10 Holding Tracking
• Historic RidgeWorth Seix Core Bond A (STGIX) Fund Asset Under Management Tracking