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Mutual Fund Insights: RidgeWorth Short-Term US Treas Sec I Fund (SUSTX)

In-depth Analysis of RidgeWorth Short-Term US Treas Sec I Fund (SUSTX)

Mutual fund chart: RidgeWorth Short-Term US Treas Sec I Fund (SUSTX)

3 months
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See RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) performance details as of January 31, 2010

  

    Last Trade: $10.29 on 3/17/2010, Change: 0.00 (0%)

  

Fund Manager - Chad Stephens

Fund Manager Tenure: 5.2 years
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)
Mr. Chad Stephens has served as Vice President of Trusco since December 2000. Prior to joining Trusco, Mr. Stephens was a Vice President MBS Trader at Wachovia Securities from June 1990 to October 2000.  Get more insights on Chad Stephens

  

What we like about RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) What we like about RidgeWorth Short-Term US Treas Sec I Fund (SUSTX)

Data for RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) as of January 31, 2010

  • RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) management has been with RidgeWorth Short-Term US Treas Sec I Fund for 5.2 years
  • RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.98, lower than category average of 2.3
  • RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) has a lower management fee than its Short Government average: 0.49% vs 0.87%
  • RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) What we are cautious about RidgeWorth Short-Term US Treas Sec I Fund (SUSTX)

Data for RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) as of January 31, 2010

  • RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) has a less-than-ideal short-term performance (1-year return 1.56% vs 4.21% Short Government category average)
  • RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) has a less-than-ideal mid-term performance (3-year return 4.79% vs 4.96% Short Government category average)
  • RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) has a less-than-ideal Long-term performance (5-year return 3.87% vs 3.96% Short Government category average)
  • RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) has a Morningstar rating of 3 and below
  • RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) is less safe compared to its Short Government peers
See RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Short Government category?

Below are some additional Short Government mutual funds generated out of our database

  

RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) Net Asset

Track net asset change of RidgeWorth Short-Term US Treas Sec I fund (SUSTX)

DateNet Asset
01/2010$33.41M
11/2009$54.11M
10/2009$56.72M
More historic net asset information on RidgeWorth Short-Term US Treas Sec I Fund (SUSTX)

  

RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) Portfolio Allocation

Track portfolio allocation change of RidgeWorth Short-Term US Treas Sec I fund (SUSTX)

DateCashStockBondOther
10/20095.63%0%94.37%0%
09/20094%0%96%0%
08/200915.63%0%84.37%0%
Click here to see more historic asset allocation information on RidgeWorth Short-Term US Treas Sec I Fund (SUSTX)

  

Most Recent Top 10 Holdings in RidgeWorth Short-Term US Treas Sec I Fund (SUSTX)

Discover what RidgeWorth Short-Term US Treas Sec I Fund (SUSTX) manager is buying

31-Oct-09
US Treasury Note 0.875% [32.17%]
United States Treas Nts 1.75% [16.62%]
US Treasury Note 4.625% [14.64%]
US Treasury Note 4.5% [13.47%]
United States Treas Nts [5.69%]
US Treasury Note 4.125% [5.49%]
US Treasury Note 3.125% [4.79%]
US Treasury Note 1.875% [1.5%]
N/A [0%]
N/A [0%]

30-Sep-09
US Treasury Note 0.875% [31.74%]
US Treasury Note [19.83%]
US Treasury Note 4.625% [15.3%]
US Treasury Note 4.5% [13.35%]
United States Treas Nts [5.62%]
US Treasury Note 4.125% [5.43%]
US Treasury Note 3.125% [4.73%]
N/A [0%]
N/A [0%]
N/A [0%]

31-Aug-09
US Treasury Note 0.875% [31.46%]
US Treasury Note 4.625% [15.19%]
US Treasury Note [14.36%]
US Treasury Note 4.5% [13.29%]
US Treasury Note 4.125% [5.39%]
US Treasury Note 3.125% [4.68%]
N/A [0%]
N/A [0%]
N/A [0%]
N/A [0%]
Click here for Stock Holding Change Map in RidgeWorth Short-Term US Treas Sec I Fund (SUSTX)

  

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