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RidgeWorth Seix Short-Term Bond A (STSBX) Fund Ranking and Research
Ranking, Research and Recommendation of RidgeWorth Seix Short-Term Bond A (STSBX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Perry Troisi
Fund Manager Information
Fund Manager Tenure: 5.7 yearsFund Family: RidgeWorth
Fund Category: Short-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.51) (What does this score mean?)
RidgeWorth Seix Short-Term Bond A Fund (STSBX) Profile
Fund Profile and Description
RidgeWorth Seix Short-Term Bond A Fund seeks high current income, while preserving capital. RidgeWorth Seix Short-Term Bond A Fund normally invests at least 80% of assets in a diversified portfolio of short- to medium-term investment grade U.S. Treasury, corporate debt, mortgage-backed and asset-backed securities. It expects to maintain an effective maturity of three years or less.
What we like about RidgeWorth Seix Short-Term Bond A (STSBX) Fund
Data for RidgeWorth Seix Short-Term Bond A Fund (STSBX) as of May 30, 2016
- RidgeWorth Seix Short-Term Bond A Fund (STSBX) management has been with RidgeWorth Seix Short-Term Bond A Fund for 5.7 years
- RidgeWorth Seix Short-Term Bond A Fund (STSBX) ratio of up-years vs down years is greater than 2
- RidgeWorth Seix Short-Term Bond A Fund (STSBX) is less volatile than its peers as it has a 3-year Standard Deviation of 0.77, lower than category average of 1.36
What we are cautious about RidgeWorth Seix Short-Term Bond A (STSBX) Fund
Data for RidgeWorth Seix Short-Term Bond A Fund (STSBX) as of May 30, 2016
- RidgeWorth Seix Short-Term Bond A Fund (STSBX) has a less-than-ideal short-term performance (1-year return 0.41% vs 0.74% Short-Term Bond category median performance)
- RidgeWorth Seix Short-Term Bond A Fund (STSBX) has a less-than-ideal mid-term performance (3-year return 0.59% vs 0.93% Short-Term Bond category median performance)
- RidgeWorth Seix Short-Term Bond A Fund (STSBX) has a less-than-ideal Long-term performance (5-year return 0.89% vs 1.38% Short-Term Bond category median performance)
- RidgeWorth Seix Short-Term Bond A Fund (STSBX) has a Morningstar rating of 3 and below
- RidgeWorth Seix Short-Term Bond A Fund (STSBX) is less safe compared to its Short-Term Bond peers
- RidgeWorth Seix Short-Term Bond A Fund (STSBX) has an annual stock turnover rate of 87.00% that is higher than the Short-Term Bond average of 64.39%. This could mean RidgeWorth Seix Short-Term Bond A is more nimble, but also signal potential high tax impact and high trading fees
- RidgeWorth Seix Short-Term Bond A Fund (STSBX) carries a 2.5% load
- Asset base in RidgeWorth Seix Short-Term Bond A Fund (STSBX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
What do you think?
Compare with other top Short-Term Bond category mutual funds
Aadditional top Short-Term Bond mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
RidgeWorth Seix Short-Term Bond A | 0.85 | 0.41 | 0.59 | 0.89 | |
Hartford Short Duration I (HSDIX) | 2.03 | 1.36 | 1.56 | 2.08 | Compare |
Principal Short-Term Income R5 (PSIQX) | 1.48 | 1.14 | 1.27 | 1.77 | Compare |
Morgan Stanley Inst Limited Duration I (MPLDX) | 3.68 | 2.86 | 1.94 | 1.90 | Compare |
See top fund managers for Short-Term Bond Category Funds
Compare with Short-Term Bond category ETFs
Some Short-Term Bond ETFs for your consideration
ETF | Year to Date | One Year | Three Year | Vanguard Short-Term Bond ETF (BSV) | 1.45% | 1.38% | 1.31% | iShares 1-3 Year Credit Bond (CSJ) | 1.33% | 1.29% | 1.11% | SPDR Barclays Short Term Corp Bd ETF (SCPB) | 0 | 0 | 0 | Vanguard Short-Term Corporate Bond ETF (VCSH) | 0 | 0 | 0 |
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RidgeWorth Seix Short-Term Bond A (STSBX) Fund Net Asset
Track net asset change of RidgeWorth Seix Short-Term Bond A fund (STSBX)
Date | Net Asset |
05/2016 | $52.94M |
03/2016 | $53.58M |
02/2016 | $54.26M |
RidgeWorth Seix Short-Term Bond A (STSBX) Fund Portfolio Allocation
Track portfolio allocation change of RidgeWorth Seix Short-Term Bond A fund (STSBX)
Date | Cash | Stock | Bond | Other |
04/2016 | 8.78% | 0% | 91.22% | 0% |
03/2016 | 9.66% | 0% | 90.34% | 0% |
01/2016 | 10.2% | 0% | 89.8% | 0% |
Top 10 Holdings in RidgeWorth Seix Short-Term Bond A (STSBX) Fund
Discover what RidgeWorth Seix Short-Term Bond A Fund (STSBX) manager is buying
US Treasury Note 1.5% [3.34%] FNMA FRN [2.59%] FHLMC 3% [2.37%] Credit Suisse New York Branch 1.375% [1.6%] Goldman Sachs Grp 5.95% [1.59%] Jp Morgan Chase Cmbs 2010-C2 CMO 3.6159% [1.51%] Wfrbs Coml Mtg Tr 2012-C8 CMO 1.881% [1.5%] Anheuser Busch Inbev Fin 1.9% [1.24%] | US Treasury Note 1.5% [13.1%] FNMA FRN [2.52%] FHLMC 3% [2.33%] Ssc Government Mm Gvmxx [1.62%] Credit Suisse New York Branch 1.375% [1.56%] Goldman Sachs Grp 5.95% [1.55%] Jp Morgan Chase Cmbs 2010-C2 CMO 3.6159% [1.48%] Wfrbs Coml Mtg Tr 2012-C8 CMO 1.881% [1.46%] Anheuser Busch Inbev Fin 1.9% [1.2%] | US Treasury Note 1.375% [7.32%] Ssc Government Mm Gvmxx [2.65%] US Treasury Note 1.5% [2.61%] FNMA FRN [2.56%] FHLMC 3% [2.41%] Credit Suisse New York Branch 1.375% [1.57%] Goldman Sachs Grp 5.95% [1.57%] Jp Morgan Chase Cmbs 2010-C2 CMO 3.6159% [1.49%] Wfrbs Coml Mtg Tr 2012-C8 CMO 1.881% [1.47%] |
Latest News on RidgeWorth Seix Short-Term Bond A (STSBX) Fund
See what is happening with RidgeWorth Seix Short-Term Bond A Fund (STSBX)
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See more information on RidgeWorth Seix Short-Term Bond A (STSBX) Fund
Popular pages on RidgeWorth Seix Short-Term Bond A (STSBX) Fund
- RidgeWorth Seix Short-Term Bond A (STSBX) Fund Research and Recommendation
- RidgeWorth Seix Short-Term Bond A (STSBX) Fund Performance Data
- RidgeWorth Seix Short-Term Bond A (STSBX) Fund Manager Information
- Historic RidgeWorth Seix Short-Term Bond A (STSBX) Fund Asset Allocation Report
- Historic RidgeWorth Seix Short-Term Bond A (STSBX) Fund Top 10 Holding Tracking
- Historic RidgeWorth Seix Short-Term Bond A (STSBX) Fund Asset Under Management Tracking