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Fund Intelligence | Best Managers | STIGX Insights | STIGX Score | STIGX Performance | STIGX Manager | STIGX News | STIGX Allocation | STIGX Holdings Change

Mutual Fund Insights: RidgeWorth Investment Grade Bond I Fund (STIGX)

In-depth Analysis of RidgeWorth Investment Grade Bond I Fund (STIGX)

Mutual fund chart: RidgeWorth Investment Grade Bond I Fund (STIGX)

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See RidgeWorth Investment Grade Bond I Fund (STIGX) performance details as of February 28, 2010

  

    Last Trade: $11.47 on 3/19/2010, Change: +0.01 (0.09%)

  

Fund ManagerFund Manager - Michael F. Rieger

Fund Manager Tenure: 1.6 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Michael F. Rieger is a managing director and senior portfolio manager with Seix, his employer since 2007. Michael F. Rieger focuses primarily on securitized assets including mortgage-backed and asset-backed securities. Prior to joining Seix in 2007, Michael F. Rieger was a managing director at AIG Global Investments since 2005 and vice president from 2002 to 2005.  Get more insights on Michael F. Rieger

  

What we like about RidgeWorth Investment Grade Bond I Fund (STIGX) What we like about RidgeWorth Investment Grade Bond I Fund (STIGX)

Data for RidgeWorth Investment Grade Bond I Fund (STIGX) as of February 28, 2010

  • RidgeWorth Investment Grade Bond I Fund (STIGX) has good short-term performance (1-year return 9.66% vs 17.84 % Intermediate-Term Bond category average)
  • RidgeWorth Investment Grade Bond I Fund (STIGX) has good mid-term performance (3-year return 7.48% vs 4.66 % Intermediate-Term Bond category average)
  • RidgeWorth Investment Grade Bond I Fund (STIGX) has good Long-term performance (5-year return 6.15% vs 4.27 % Intermediate-Term Bond category average)
  • RidgeWorth Investment Grade Bond I Fund (STIGX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Investment Grade Bond I Fund (STIGX) has a Morningstar rating of 4 and above
  • RidgeWorth Investment Grade Bond I Fund (STIGX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.94, lower than category average of 5.99
  • RidgeWorth Investment Grade Bond I Fund (STIGX) has a lower management fee than its Intermediate-Term Bond average: 0.56% vs 0.95%
  • RidgeWorth Investment Grade Bond I Fund (STIGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about RidgeWorth Investment Grade Bond I Fund (STIGX) What we are cautious about RidgeWorth Investment Grade Bond I Fund (STIGX)

Data for RidgeWorth Investment Grade Bond I Fund (STIGX) as of February 28, 2010

  • RidgeWorth Investment Grade Bond I Fund (STIGX) management has been with RidgeWorth Investment Grade Bond I Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
  • RidgeWorth Investment Grade Bond I Fund (STIGX) has an annual stock turnover rate of 208.00% that is higher than the Intermediate-Term Bond average of 198.44%. This could mean RidgeWorth Investment Grade Bond I is more nimble, but also signal potential high tax impact and high trading fees
See RidgeWorth Investment Grade Bond I Fund (STIGX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Intermediate-Term Bond category?

Below are some additional Intermediate-Term Bond mutual funds generated out of our database

  

RidgeWorth Investment Grade Bond I Fund (STIGX) Net Asset

Track net asset change of RidgeWorth Investment Grade Bond I fund (STIGX)

DateNet Asset
02/2010$423.05M
01/2010$392.18M
11/2009$418.29M
More historic net asset information on RidgeWorth Investment Grade Bond I Fund (STIGX)

  

RidgeWorth Investment Grade Bond I Fund (STIGX) Portfolio Allocation

Track portfolio allocation change of RidgeWorth Investment Grade Bond I fund (STIGX)

DateCashStockBondOther
01/201019.05%0%80.78%0.14%
10/200925.78%0%73.7%0.53%
09/200914.93%0%84.82%0.24%
Click here to see more historic asset allocation information on RidgeWorth Investment Grade Bond I Fund (STIGX)

  

Most Recent Top 10 Holdings in RidgeWorth Investment Grade Bond I Fund (STIGX)

Discover what RidgeWorth Investment Grade Bond I Fund (STIGX) manager is buying

31-Jan-10
United States Treas Nts 3.125% [7.34%]
United States Treas Nts 3.75% [7.24%]
RidgeWorth Inst Cash Mgmt MMkt I [4.39%]
US Treasury Bond 6.875% [3.35%]
United States Treas Nts 3.375% [1.72%]
Wal Mart Stores 6.5% [1.12%]
Newmont Mng 6.25% [1.11%]
Union Pac 7.875% [1.06%]
Intl Busn Machs [1.01%]
Ge Cap Cmbs 2000-1 CMO 6.496% [1.01%]

31-Oct-09
RidgeWorth Inst Cash Mgmt MMkt I [11.63%]
United States Treas Nts 3.125% [9.17%]
United States Treas Nts 3.75% [7.73%]
US Treasury Bond 6.875% [2.95%]
US Treasury Note 3.63% [2.62%]
US Treasury Bond 4.25% [1.19%]
Wal Mart Stores 6.5% [1.06%]
Newmont Mng 6.25% [0.99%]
UNION PAC [0.97%]
Shell Intl Fin Bv 6.375% [0.94%]

30-Sep-09
US Treasury Note [8.48%]
RidgeWorth Inst Cash Mgmt MMkt I [7.73%]
US Treasury Note [7.41%]
FNMA 5% [4.57%]
US Treasury Bond 6.875% [3.48%]
FHLMC 5.5% [2.71%]
FHLMC 5.5% [1.93%]
Fn 889634 6.0% 02/01/23 [1.51%]
US Treasury Bond 4.25% [1.25%]
Fn 257281 5 07/01/28 [1.22%]
Click here for Stock Holding Change Map in RidgeWorth Investment Grade Bond I Fund (STIGX)

  

Related books and products to RidgeWorth Investment Grade Bond I Fund (STIGX)

  

Latest News on RidgeWorth Investment Grade Bond I (STIGX)

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