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RidgeWorth Seix Invmt Grd Tx-Ex Bd I (STTBX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Seix Invmt Grd Tx-Ex Bd I (STTBX) Fund

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

 

Graph of RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) ManagerFund Manager - Ronald H. Schwartz

Fund Manager Information

Fund Manager Tenure: 27.5 years
Fund Family: RidgeWorth
Fund Category: Muni National Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Schwartz is a portfolio manager. He has more than 27 years of investment experience. He joined StableRiver Capital Management LLC in August 1988. Schwartz Holds the Chartered Financial Analyst designation.  Get more insights on Ronald H. Schwartz

 

Graph of RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) ProfileRidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) Profile

Fund Profile and Description

RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund seeks high total return. RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund normally invests at least 80% of net assets in investment grade tax-exempt obligations, like municipal securities. It may also invest up to 20% of assets in securities subject to the alternative minimum tax or in certain taxable securities. RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund may buy or sell derivative instruments to implement the investment strategy.

 

RidgeWorth Seix Invmt Grd Tx-Ex Bd I (STTBX) Fund Strength What we like about RidgeWorth Seix Invmt Grd Tx-Ex Bd I (STTBX) Fund

Data for RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) as of May 30, 2016

  • RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) management has been with RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund for 27.5 years
  • RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) has good short-term performance (1-year return 4.86% vs 4.71% Muni National Interm category median performance)
  • RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) has good mid-term performance (3-year return 3.33% vs 3.10% Muni National Interm category median performance)
  • RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) has good Long-term performance (5-year return 4.32% vs 4.14% Muni National Interm category median performance)
  • RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) has a Morningstar rating of 4 and above
  • Asset base in RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.74, lower than category average of 3.29
  • RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) has a lower expense ratio than its Muni National Interm average: 0.65% vs 0.80%
  • RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) Weakness What we are cautious about RidgeWorth Seix Invmt Grd Tx-Ex Bd I (STTBX) Fund

Data for RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) as of May 30, 2016

  • RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) is less safe compared to its Muni National Interm peers
  • RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) has an annual stock turnover rate of 139.00% that is higher than the Muni National Interm average of 22.40%. This could mean RidgeWorth Seix Invmt Grd Tx-Ex Bd I is more nimble, but also signal potential high tax impact and high trading fees
See RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX)Compare with other top Muni National Interm category mutual funds

Aadditional top Muni National Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Seix Invmt Grd Tx-Ex Bd I2.244.863.334.32
Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX)3.408.176.377.87Compare
BlackRock Strategic Muni Opps Inv A1 (MDMTX)3.297.784.275.68Compare
USAA Tax Exempt Intermediate-Term (USATX)2.525.223.514.92Compare

See top fund managers for Muni National Interm Category Funds

 

Compare RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX)Compare with Muni National Interm category ETFs

Some Muni National Interm ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Intermediate Muni ETF (ITM)2.55%7.15%4.62%
iShares National AMT-Free Muni Bond (MUB)2.19%5.72%4.01%
PIMCO Intermediate Municipal Bd Actv ETF (MUNI)1.61%4.98%2.60%
Columbia Intermediate Municipal Bond ETF (GMMB)000

 

Graph of RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) Net Asset TrackingRidgeWorth Seix Invmt Grd Tx-Ex Bd I (STTBX) Fund Net Asset

Track net asset change of RidgeWorth Seix Invmt Grd Tx-Ex Bd I fund (STTBX)

DateNet Asset
05/2016$655.15M
03/2016$653.67M
02/2016$647.91M
More historic net asset information on RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX)

  

Graph of RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) Portfolio TrackingRidgeWorth Seix Invmt Grd Tx-Ex Bd I (STTBX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Seix Invmt Grd Tx-Ex Bd I fund (STTBX)

DateCashStockBondOther
04/201614.21%0%85.79%0%
03/201612.23%0%87.77%0%
01/201618.13%0%81.87%0%
Click here to see more historic asset allocation information on RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX)

 

graph of RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Seix Invmt Grd Tx-Ex Bd I (STTBX) Fund

Discover what RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX) manager is buying

Apr 29, 2016
Kansas St Dev Fin Auth 5.75% [4.41%]
California St Go Bds 6.5% [4.2%]
Matanuska-Susitna Boro Alaska Lease 5.5% [3.03%]
New York N Y City Mun Wtr Fin Rev 5.75% [2.49%]
Michigan Fin Auth 5% [2.25%]
Gwinnett Cnty Ga Sch Dist 5% [1.98%]
California St For Previous Iss Var Pu 5% [1.79%]
Sandy Springs Ga Pub Facs Auth 5% [1.71%]
Matanuska-Susitna Boro Alaska Leas 0.02% [1.69%]
Univ Calif Revs Rev Bds 0.01% [1.69%]

Mar 30, 2016
Kansas St Dev Fin Auth 5.75% [4.55%]
California St Go Bds 6.5% [4.33%]
Matanuska-Susitna Boro Alaska Lease 5.5% [3.13%]
New York N Y City Mun Wtr Fin Rev 5.75% [2.57%]
Washington St For Issues Dtd P Var Pu 5% [2.47%]
Michigan Fin Auth 5% [2.32%]
Gwinnett Cnty Ga Sch Dist 5% [2.03%]
California St For Previous Iss Var Pu 5% [1.84%]
Sandy Springs Ga Pub Facs Auth 5% [1.75%]
Univ Calif Revs Rev Bds 0.01% [1.75%]

Jan 30, 2016
Kansas St Dev Fin Auth 5.75% [4.36%]
California St Go Bds 6.5% [4.17%]
Matanuska-Susitna Boro Alaska Lease 5.5% [3%]
New York N Y City Mun Wtr Fin Rev 5.75% [2.47%]
Michigan Fin Auth 5% [2.23%]
Gwinnett Cnty Ga Sch Dist 5% [1.94%]
California St For Previous Iss Var Pu 5% [1.75%]
Matanuska-Susitna Boro Alaska Leas 0.02% [1.68%]
Univ Calif Revs Rev Bds 0.01% [1.68%]
Miami Beach Fla Resort Tax Rev Rev Bd 5% [1.67%]
Click here for Stock Holding Change Map in RidgeWorth Seix Invmt Grd Tx-Ex Bd I Fund (STTBX)

  

Latest News on RidgeWorth Seix Invmt Grd Tx-Ex Bd I (STTBX) Fund

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