RidgeWorth Seix Short-Term Bond A (STSBX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Seix Short-Term Bond A (STSBX) Fund

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

 

Fund Manager - Perry Troisi

Fund Manager Information

Fund Manager Tenure: 5.7 years
Fund 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

See RidgeWorth Seix Short-Term Bond A Fund (STSBX) performance details as of May 30, 2016

 

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

 

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

More historic net asset information on RidgeWorth Seix Short-Term Bond A Fund (STSBX)

  

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%

Click here to see more historic asset allocation information on RidgeWorth Seix Short-Term Bond A Fund (STSBX)

 

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

Apr 29, 2016 US Treasury Note 1.25% [16.2%] 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%]

Mar 30, 2016 US Treasury Note 1.25% [18.81%] 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%]

Jan 30, 2016 US Treasury Note 1.25% [19.49%] 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%]

Click here for Stock Holding Change Map in RidgeWorth Seix Short-Term Bond A Fund (STSBX)

  

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