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RidgeWorth Seix Core Bond Instl (STIGX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Seix Core Bond Instl (STIGX) Fund

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

 

Graph of RidgeWorth Seix Core Bond Instl Fund (STIGX) ManagerFund Manager - Perry Troisi

Fund Manager Information

Fund Manager Tenure: 15.1 years
Fund Family: RidgeWorth
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)

 

Graph of RidgeWorth Seix Core Bond Instl Fund (STIGX) ProfileRidgeWorth Seix Core Bond Instl Fund (STIGX) Profile

Fund Profile and Description

RidgeWorth Seix Core Bond Instl Fund seeks current income and capital appreciation, consistent with preservation of capital. RidgeWorth Seix Core Bond Instl 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.

 

RidgeWorth Seix Core Bond Instl (STIGX) Fund Strength What we like about RidgeWorth Seix Core Bond Instl (STIGX) Fund

Data for RidgeWorth Seix Core Bond Instl Fund (STIGX) as of May 30, 2016

  • RidgeWorth Seix Core Bond Instl Fund (STIGX) management has been with RidgeWorth Seix Core Bond Instl Fund for 15.1 years
  • RidgeWorth Seix Core Bond Instl Fund (STIGX) has good short-term performance (1-year return 2.47% vs 2.06% Intermediate-Term Bond category median performance)
  • RidgeWorth Seix Core Bond Instl Fund (STIGX) has good mid-term performance (3-year return 2.74% vs 2.45% Intermediate-Term Bond category median performance)
  • RidgeWorth Seix Core Bond Instl Fund (STIGX) has good Long-term performance (5-year return 3.48% vs 3.27% Intermediate-Term Bond category median performance)
  • RidgeWorth Seix Core Bond Instl Fund (STIGX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Seix Core Bond Instl Fund (STIGX) has a Morningstar rating of 4 and above
  • RidgeWorth Seix Core Bond Instl Fund (STIGX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.85, lower than category average of 3.08
  • RidgeWorth Seix Core Bond Instl Fund (STIGX) has a lower expense ratio than its Intermediate-Term Bond average: 0.48% vs 0.81%
  • RidgeWorth Seix Core Bond Instl Fund (STIGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

RidgeWorth Seix Core Bond Instl Fund (STIGX) Weakness What we are cautious about RidgeWorth Seix Core Bond Instl (STIGX) Fund

Data for RidgeWorth Seix Core Bond Instl Fund (STIGX) as of May 30, 2016

  • RidgeWorth Seix Core Bond Instl Fund (STIGX) is less safe compared to its Intermediate-Term Bond peers
  • RidgeWorth Seix Core Bond Instl Fund (STIGX) 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 Instl is more nimble, but also signal potential high tax impact and high trading fees
See RidgeWorth Seix Core Bond Instl Fund (STIGX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Seix Core Bond Instl Fund (STIGX)Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Seix Core Bond Instl3.482.472.743.48
DoubleLine Total Return Bond N (DLTNX)1.962.452.984.59Compare
Sterling Capital Total Return Bond I (BIBTX)3.753.243.103.66Compare
Touchstone Flexible Income Y (MXIIX)3.013.853.804.64Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare RidgeWorth Seix Core Bond Instl Fund (STIGX)Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree 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%

 

Graph of RidgeWorth Seix Core Bond Instl Fund (STIGX) Net Asset TrackingRidgeWorth Seix Core Bond Instl (STIGX) Fund Net Asset

Track net asset change of RidgeWorth Seix Core Bond Instl fund (STIGX)

DateNet Asset
05/2016$268.64M
03/2016$269.00M
02/2016$267.77M
More historic net asset information on RidgeWorth Seix Core Bond Instl Fund (STIGX)

  

Graph of RidgeWorth Seix Core Bond Instl Fund (STIGX) Portfolio TrackingRidgeWorth Seix Core Bond Instl (STIGX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Seix Core Bond Instl fund (STIGX)

DateCashStockBondOther
04/201619.3%0%80.4%0.29%
03/201619.74%0%80.26%0%
01/201615.67%0%84.33%0%
Click here to see more historic asset allocation information on RidgeWorth Seix Core Bond Instl Fund (STIGX)

 

graph of RidgeWorth Seix Core Bond Instl Fund (STIGX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Seix Core Bond Instl (STIGX) Fund

Discover what RidgeWorth Seix Core Bond Instl Fund (STIGX) 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 Instl Fund (STIGX)

  

Latest News on RidgeWorth Seix Core Bond Instl (STIGX) Fund

See what is happening with RidgeWorth Seix Core Bond Instl Fund (STIGX)

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RidgeWorth Seix Core Bond Instl Fund (STIGX) Related ResourcesSee more information on RidgeWorth Seix Core Bond Instl (STIGX) Fund

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