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RidgeWorth Large Cap Value Equity C (SVIFX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Large Cap Value Equity C (SVIFX) Fund

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Graph of RidgeWorth Large Cap Value Equity C Fund (SVIFX) ManagerFund Manager - Mills Riddick

Fund Manager Information

Fund Manager Tenure: 26.8 years
Similar Funds: SVIIX 
Fund Family: RidgeWorth
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

 

Graph of RidgeWorth Large Cap Value Equity C Fund (SVIFX) ProfileRidgeWorth Large Cap Value Equity C Fund (SVIFX) Profile

Fund Profile and Description

RidgeWorth Large Cap Value Equity C Fund seeks capital appreciation; current income is secondary. RidgeWorth Large Cap Value Equity C Fund invests at least 80% of net assets in U.S. traded equity securities of large cap companies. U.S. traded equity securities may include listed American Depositary Receipts ("ADRs"). It targets companies with market capitalizations similar to those of companies in the Russell 1000® Value Index. In addition, to implement the investment strategy, the fund may buy or sell, to a limited extent, derivative instruments.

 

RidgeWorth Large Cap Value Equity C (SVIFX) Fund Strength What we like about RidgeWorth Large Cap Value Equity C (SVIFX) Fund

Data for RidgeWorth Large Cap Value Equity C Fund (SVIFX) as of May 30, 2016

  • RidgeWorth Large Cap Value Equity C Fund (SVIFX) management has been with RidgeWorth Large Cap Value Equity C Fund for 26.8 years
  • RidgeWorth Large Cap Value Equity C Fund (SVIFX) has good short-term performance (1-year return -1.12% vs -2.36% Large Value category median performance)
  • RidgeWorth Large Cap Value Equity C Fund (SVIFX) has good mid-term performance (3-year return 7.86% vs 7.81% Large Value category median performance)
  • RidgeWorth Large Cap Value Equity C Fund (SVIFX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Large Cap Value Equity C Fund (SVIFX) has a Morningstar rating of 4 and above
  • Asset base in RidgeWorth Large Cap Value Equity C Fund (SVIFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

RidgeWorth Large Cap Value Equity C Fund (SVIFX) Weakness What we are cautious about RidgeWorth Large Cap Value Equity C (SVIFX) Fund

Data for RidgeWorth Large Cap Value Equity C Fund (SVIFX) as of May 30, 2016

  • RidgeWorth Large Cap Value Equity C Fund (SVIFX) has a less-than-ideal Long-term performance (5-year return 8.96% vs 9.15% Large Value category median performance)
  • RidgeWorth Large Cap Value Equity C Fund (SVIFX) is less safe compared to its Large Value peers
  • RidgeWorth Large Cap Value Equity C Fund (SVIFX) has an annual stock turnover rate of 66.00% that is higher than the Large Value average of 44.24%. This could mean RidgeWorth Large Cap Value Equity C is more nimble, but also signal potential high tax impact and high trading fees
  • RidgeWorth Large Cap Value Equity C Fund (SVIFX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.94 that is higher than category average of 11.7
  • RidgeWorth Large Cap Value Equity C Fund (SVIFX) has a higher expense ratio of 1.71% than its Large Value average of 1.10%
  • RidgeWorth Large Cap Value Equity C Fund (SVIFX) carries a 1% load
See RidgeWorth Large Cap Value Equity C Fund (SVIFX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Large Cap Value Equity C Fund (SVIFX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Large Cap Value Equity C4.15-1.127.868.96
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare RidgeWorth Large Cap Value Equity C Fund (SVIFX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of RidgeWorth Large Cap Value Equity C Fund (SVIFX) Net Asset TrackingRidgeWorth Large Cap Value Equity C (SVIFX) Fund Net Asset

Track net asset change of RidgeWorth Large Cap Value Equity C fund (SVIFX)

DateNet Asset
05/2016$2.12B
03/2016$2.10B
02/2016$1.96B
More historic net asset information on RidgeWorth Large Cap Value Equity C Fund (SVIFX)

  

Graph of RidgeWorth Large Cap Value Equity C Fund (SVIFX) Portfolio TrackingRidgeWorth Large Cap Value Equity C (SVIFX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Large Cap Value Equity C fund (SVIFX)

DateCashStockBondOther
04/20163.76%96.24%0%0%
03/20164.52%95.48%0%0%
01/20164%96%0%0%
Click here to see more historic asset allocation information on RidgeWorth Large Cap Value Equity C Fund (SVIFX)

 

graph of RidgeWorth Large Cap Value Equity C Fund (SVIFX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Large Cap Value Equity C (SVIFX) Fund

Discover what RidgeWorth Large Cap Value Equity C Fund (SVIFX) manager is buying

Apr 29, 2016
Oracle Corporation Common Stock [4.13%]
Microsoft Corporation [4.09%]
Wells Fargo & Company Common St [3.88%]
Exxon Mobil Corporation Common [3.69%]
Chevron Corporation Common Stoc [3.48%]
JP Morgan Chase & Co. Common St [3.06%]
Procter & Gamble Company (The) [3.06%]
UnitedHealth Group Incorporated [3.06%]
Johnson & Johnson Common Stock [3.04%]
EOG Resources, Inc. Common Stoc [2.83%]

Mar 30, 2016
Oracle Corporation Common Stock [4.05%]
Microsoft Corporation [3.87%]
Pfizer, Inc. Common Stock [3.55%]
Wells Fargo & Company Common St [3.52%]
Exxon Mobil Corporation Common [3.33%]
Chevron Corporation Common Stoc [3.15%]
UnitedHealth Group Incorporated [2.91%]
Johnson & Johnson Common Stock [2.85%]
Procter & Gamble Company (The) [2.77%]
JP Morgan Chase & Co. Common St [2.72%]

Jan 30, 2016
Oracle Corporation Common Stock [4.05%]
Microsoft Corporation [4.04%]
Wells Fargo & Company Common St [3.63%]
Exxon Mobil Corporation Common [3.21%]
Johnson & Johnson Common Stock [3.14%]
Pfizer, Inc. Common Stock [3.1%]
Procter & Gamble Company (The) [3.07%]
JP Morgan Chase & Co. Common St [2.89%]
Cigna Corporation Common Stock [2.83%]
Schlumberger N.V. Common Stock [2.75%]
Click here for Stock Holding Change Map in RidgeWorth Large Cap Value Equity C Fund (SVIFX)

  

Latest News on RidgeWorth Large Cap Value Equity C (SVIFX) Fund

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RidgeWorth Large Cap Value Equity C Fund (SVIFX) Related ResourcesSee more information on RidgeWorth Large Cap Value Equity C (SVIFX) Fund

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