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RidgeWorth Moderate Allocation Strat C (SVGLX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Moderate Allocation Strat C (SVGLX) Fund

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Graph of RidgeWorth Moderate Allocation Strat C Fund (SVGLX) ManagerFund Manager - Alan M. Gayle

Fund Manager Information

Fund Manager Tenure: 22.5 years
Fund Family: RidgeWorth
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)
Mr. Gayle has served as Managing Director of the RidgeWorth Investments since July 2000 and Director of Asset Allocation since March 2006. He has more than 33 years of investment experience.  Get more insights on Alan M. Gayle

 

Graph of RidgeWorth Moderate Allocation Strat C Fund (SVGLX) ProfileRidgeWorth Moderate Allocation Strat C Fund (SVGLX) Profile

Fund Profile and Description

RidgeWorth Moderate Allocation Strat C Fund seeks capital appreciation and current income. RidgeWorth Moderate Allocation Strat C Fund primarily invests between 40% and 60% in Underlying Funds that invest primarily in equity securities and up to 60% in underlying funds that invest primarily in fixed income securities. Its remaining assets may be invested in shares of unaffiliated money market funds.

 

RidgeWorth Moderate Allocation Strat C (SVGLX) Fund Strength What we like about RidgeWorth Moderate Allocation Strat C (SVGLX) Fund

Data for RidgeWorth Moderate Allocation Strat C Fund (SVGLX) as of May 30, 2016

  • RidgeWorth Moderate Allocation Strat C Fund (SVGLX) management has been with RidgeWorth Moderate Allocation Strat C Fund for 22.5 years
  • RidgeWorth Moderate Allocation Strat C Fund (SVGLX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Moderate Allocation Strat C Fund (SVGLX) has an annual stock turnover rate of 26.00% vs Allocation--50% to 70% Equity average of 53.61%. It is good that RidgeWorth Moderate Allocation Strat C management does not trade extensively for its return.
  • RidgeWorth Moderate Allocation Strat C Fund (SVGLX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.06, lower than category average of 7.71

RidgeWorth Moderate Allocation Strat C Fund (SVGLX) Weakness What we are cautious about RidgeWorth Moderate Allocation Strat C (SVGLX) Fund

Data for RidgeWorth Moderate Allocation Strat C Fund (SVGLX) as of May 30, 2016

  • RidgeWorth Moderate Allocation Strat C Fund (SVGLX) has a less-than-ideal short-term performance (1-year return -3.04% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • RidgeWorth Moderate Allocation Strat C Fund (SVGLX) has a less-than-ideal mid-term performance (3-year return 4.30% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • RidgeWorth Moderate Allocation Strat C Fund (SVGLX) has a less-than-ideal Long-term performance (5-year return 4.42% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • RidgeWorth Moderate Allocation Strat C Fund (SVGLX) has a Morningstar rating of 3 and below
  • RidgeWorth Moderate Allocation Strat C Fund (SVGLX) has a higher expense ratio of 1.26% than its Allocation--50% to 70% Equity average of 0.85%
  • RidgeWorth Moderate Allocation Strat C Fund (SVGLX) carries a 1% load
See RidgeWorth Moderate Allocation Strat C Fund (SVGLX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Moderate Allocation Strat C Fund (SVGLX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Moderate Allocation Strat C1.12-3.044.304.42
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare RidgeWorth Moderate Allocation Strat C Fund (SVGLX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of RidgeWorth Moderate Allocation Strat C Fund (SVGLX) Net Asset TrackingRidgeWorth Moderate Allocation Strat C (SVGLX) Fund Net Asset

Track net asset change of RidgeWorth Moderate Allocation Strat C fund (SVGLX)

DateNet Asset
05/2016$68.24M
03/2016$69.20M
02/2016$66.65M
More historic net asset information on RidgeWorth Moderate Allocation Strat C Fund (SVGLX)

  

Graph of RidgeWorth Moderate Allocation Strat C Fund (SVGLX) Portfolio TrackingRidgeWorth Moderate Allocation Strat C (SVGLX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Moderate Allocation Strat C fund (SVGLX)

DateCashStockBondOther
04/20168.31%50.43%41.02%0.16%
03/201610.23%50.48%39.08%0.19%
01/20168.16%51.4%40.36%0.06%
Click here to see more historic asset allocation information on RidgeWorth Moderate Allocation Strat C Fund (SVGLX)

 

graph of RidgeWorth Moderate Allocation Strat C Fund (SVGLX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Moderate Allocation Strat C (SVGLX) Fund

Discover what RidgeWorth Moderate Allocation Strat C Fund (SVGLX) manager is buying

Apr 29, 2016
RidgeWorth Seix Total Return Bond IS [19.58%]
iShares Core US Aggregate Bond [19.51%]
RidgeWorth Large Cap Growth Stock IS [18.73%]
RidgeWorth Large Cap Value Equity IS [13.81%]
RidgeWorth Mid-Cap Value Equity IS [5.15%]
iShares Currency Hedged MSCI EAFE [4.49%]
RidgeWorth International Equity IS [3.09%]
RidgeWorth Seix US GovSec Ultr-Shrt Bd I [2.83%]
VanEck Vectors Gold Miners ETF [1.94%]
RidgeWorth Small Cap Value Equity I [1.29%]

Mar 30, 2016
RidgeWorth Large Cap Growth Stock IS [19.34%]
iShares Core US Aggregate Bond [19.09%]
RidgeWorth Seix Total Return Bond IS [19.01%]
RidgeWorth Large Cap Value Equity IS [13.21%]
RidgeWorth Mid-Cap Value Equity IS [5.09%]
iShares Currency Hedged MSCI EAFE [4.48%]
RidgeWorth International Equity IS [3.09%]
RidgeWorth Seix US GovSec Ultr-Shrt Bd I [2.77%]
RidgeWorth Small Cap Value Equity I [1.26%]
Market Vectors® Gold Miners ETF [1.25%]

Jan 30, 2016
RidgeWorth Seix Total Return Bond IS [22.68%]
RidgeWorth Large Cap Growth Stock IS [19.35%]
iShares Core US Aggregate Bond [15.53%]
RidgeWorth Large Cap Value Equity IS [12.99%]
iShares Currency Hedged MSCI EAFE [6.43%]
RidgeWorth Mid-Cap Value Equity IS [4.91%]
RidgeWorth International Equity IS [4.04%]
RidgeWorth Seix US GovSec Ultr-Shrt Bd I [2.53%]
RidgeWorth Small Cap Value Equity I [1.35%]
RidgeWorth Small Cap Growth Stock IS [1.31%]
Click here for Stock Holding Change Map in RidgeWorth Moderate Allocation Strat C Fund (SVGLX)

  

Latest News on RidgeWorth Moderate Allocation Strat C (SVGLX) Fund

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RidgeWorth Moderate Allocation Strat C Fund (SVGLX) Related ResourcesSee more information on RidgeWorth Moderate Allocation Strat C (SVGLX) Fund

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