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RidgeWorth Seix Corporate Bond Instl (STICX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Seix Corporate Bond Instl (STICX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of RidgeWorth Seix Corporate Bond Instl Fund (STICX) ManagerFund Manager - Carlos F. Catoya

Fund Manager Information

Fund Manager Tenure: 3.2 years
Similar Funds: STIFX 
Fund Family: RidgeWorth
Fund Category: Corporate Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

 

Graph of RidgeWorth Seix Corporate Bond Instl Fund (STICX) ProfileRidgeWorth Seix Corporate Bond Instl Fund (STICX) Profile

Fund Profile and Description

RidgeWorth Seix Corporate Bond Instl Fund seeks current income; preservation of capital is secondary. RidgeWorth Seix Corporate Bond Instl Fund invests in a diversified portfolio of U.S. dollar denominated corporate obligations and other fixed income securities that are rated BBB-/Baa3 or better. It invests at least 80% of net assets in corporate bonds. RidgeWorth Seix Corporate Bond Instl Fund may invest in U.S. Treasury and agency obligations. It will maintain an overall credit quality of A- or better. Securities downgraded below BBB-/Baa3 after purchase by all agencies that rate the securities can be retained up to 10% of the fund’s total net assets.

 

RidgeWorth Seix Corporate Bond Instl (STICX) Fund Strength What we like about RidgeWorth Seix Corporate Bond Instl (STICX) Fund

Data for RidgeWorth Seix Corporate Bond Instl Fund (STICX) as of May 30, 2016

  • RidgeWorth Seix Corporate Bond Instl Fund (STICX) management has been with RidgeWorth Seix Corporate Bond Instl Fund for 3.2 years
  • RidgeWorth Seix Corporate Bond Instl Fund (STICX) has good short-term performance (1-year return 3.14% vs 2.33% Corporate Bond category median performance)
  • RidgeWorth Seix Corporate Bond Instl Fund (STICX) has good mid-term performance (3-year return 3.46% vs 3.05% Corporate Bond category median performance)
  • RidgeWorth Seix Corporate Bond Instl Fund (STICX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Seix Corporate Bond Instl Fund (STICX) has a lower expense ratio than its Corporate Bond average: 0.70% vs 0.87%
  • RidgeWorth Seix Corporate Bond Instl Fund (STICX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

RidgeWorth Seix Corporate Bond Instl Fund (STICX) Weakness What we are cautious about RidgeWorth Seix Corporate Bond Instl (STICX) Fund

Data for RidgeWorth Seix Corporate Bond Instl Fund (STICX) as of May 30, 2016

  • RidgeWorth Seix Corporate Bond Instl Fund (STICX) has a less-than-ideal Long-term performance (5-year return 4.31% vs 4.51% Corporate Bond category median performance)
  • RidgeWorth Seix Corporate Bond Instl Fund (STICX) has a Morningstar rating of 3 and below
  • RidgeWorth Seix Corporate Bond Instl Fund (STICX) has an annual stock turnover rate of 84.00% that is higher than the Corporate Bond average of 62.08%. This could mean RidgeWorth Seix Corporate Bond Instl is more nimble, but also signal potential high tax impact and high trading fees
  • RidgeWorth Seix Corporate Bond Instl Fund (STICX) is more volatile than its peers as it has a 3-year Standard Deviation of 4.72 that is higher than category average of 4.51
See RidgeWorth Seix Corporate Bond Instl Fund (STICX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Seix Corporate Bond Instl Fund (STICX)Compare with other top Corporate Bond category mutual funds

Aadditional top Corporate Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Seix Corporate Bond Instl5.983.143.464.31
Morgan Stanley Inst Corporate Bond A (MIGAX)10.687.415.145.83Compare
Western Asset Corporate Bond I (SIGYX)5.282.914.655.54Compare
Vanguard Long-Term Investment-Grade Adm (VWETX)8.898.306.598.09Compare

See top fund managers for Corporate Bond Category Funds

 

Compare RidgeWorth Seix Corporate Bond Instl Fund (STICX)Compare with Corporate Bond category ETFs

Some Corporate Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Long-Term Corporate Bond ETF (VCLT)9.19%6.65%5.84%
iShares 10+ Year Credit Bond (CLY)9.16%5.38%5.02%
PIMCO Investment Grade Corporate Bd ETF (CORP)6.10%4.37%4.08%
Vanguard Intermediate-Term Corp Bd ETF (VCIT)5.00%4.25%4.10%
FlexShares Credit-Scored US Corp Bd ETF (SKOR)3.56%3.30%NaN

 

Graph of RidgeWorth Seix Corporate Bond Instl Fund (STICX) Net Asset TrackingRidgeWorth Seix Corporate Bond Instl (STICX) Fund Net Asset

Track net asset change of RidgeWorth Seix Corporate Bond Instl fund (STICX)

DateNet Asset
05/2016$17.43M
03/2016$17.52M
02/2016$16.79M
More historic net asset information on RidgeWorth Seix Corporate Bond Instl Fund (STICX)

  

Graph of RidgeWorth Seix Corporate Bond Instl Fund (STICX) Portfolio TrackingRidgeWorth Seix Corporate Bond Instl (STICX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Seix Corporate Bond Instl fund (STICX)

DateCashStockBondOther
04/20166.26%0%93.74%0%
03/20167.47%0%92.53%0%
01/20163.15%0%96.85%0%
Click here to see more historic asset allocation information on RidgeWorth Seix Corporate Bond Instl Fund (STICX)

 

graph of RidgeWorth Seix Corporate Bond Instl Fund (STICX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Seix Corporate Bond Instl (STICX) Fund

Discover what RidgeWorth Seix Corporate Bond Instl Fund (STICX) manager is buying

Apr 29, 2016
US Treasury Note 1.625% [5.16%]
General Elec 5.25% [2.7%]
Lazard 3.75% [2.15%]
Toronto Dominion Bk 2.125% [2.14%]
Exxon Mobil 3.043% [1.99%]
Air Lease 2.625% [1.97%]
Ford Motor Credit Co 3.336% [1.81%]
Schlumberger Hldgs 144A 4% [1.69%]
Woodside Fin 144A 4.6% [1.66%]
Magna Intl 4.15% [1.65%]

Mar 30, 2016
Toronto Dominion Bk 2.125% [2.14%]
Lazard 3.75% [2.11%]
Air Lease 2.625% [1.97%]
Exxon Mobil 3.043% [1.97%]
Ford Motor Credit Co 3.336% [1.8%]
Verizon Comms 5.012% [1.72%]
Schlumberger Hldgs 144A 4% [1.64%]
Woodside Fin 144A 4.6% [1.64%]
Magna Intl 4.15% [1.63%]
General Elec Cap Corp Mtn Be 3.45% [1.56%]

Jan 30, 2016
Ford Motor Credit Co 5% [2.34%]
Lazard 3.75% [2.17%]
Wal-Mart Stores 1.95% [2.06%]
Air Lease 2.625% [1.97%]
Santander Uk 144A 4.75% [1.66%]
Magna Intl 4.15% [1.61%]
Woodside Fin 144A 4.6% [1.61%]
Express Scripts Hldg 2.65% [1.6%]
Schlumberger Hldgs 144A 4% [1.56%]
Analog Devices 5.3% [1.56%]
Click here for Stock Holding Change Map in RidgeWorth Seix Corporate Bond Instl Fund (STICX)

  

Latest News on RidgeWorth Seix Corporate Bond Instl (STICX) Fund

See what is happening with RidgeWorth Seix Corporate Bond Instl Fund (STICX)

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RidgeWorth Seix Corporate Bond Instl Fund (STICX) Related ResourcesSee more information on RidgeWorth Seix Corporate Bond Instl (STICX) Fund

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