Ridgeworth Ceredex Small Fund Quote
| SASVX Fund | USD 8.22 0.02 0.24% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Ridgeworth Ceredex is trading at 8.22 as of the 28th of November 2024; that is 0.24 percent down since the beginning of the trading day. The fund's open price was 8.24. Ridgeworth Ceredex has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Ridgeworth Ceredex Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in U.S.-traded equity securities of small-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts . The subadviser considers small-capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations generally within the range of companies included in the Russell 2000 Index on a rolling three-year basis.. More on Ridgeworth Ceredex Small
Moving together with Ridgeworth Mutual Fund
| 0.74 | HYIZX | Ridgeworth Seix High | PairCorr |
| 0.9 | SAGAX | Ridgeworth Innovative | PairCorr |
| 0.73 | HYPSX | Ridgeworth Seix High | PairCorr |
Moving against Ridgeworth Mutual Fund
Ridgeworth Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Funds, Small Blend Funds, Small Blend, Virtus (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Ridgeworth Ceredex Small [SASVX] is traded in USA and was established 28th of November 2024. Ridgeworth Ceredex is listed under Virtus category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Virtus family. This fund at this time has accumulated 203.48 M in assets with no minimum investment requirementsRidgeworth Ceredex Small is currently producing year-to-date (YTD) return of 19.76% with the current yeild of 0.03%, while the total return for the last 3 years was 6.5%.
Check Ridgeworth Ceredex Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ridgeworth Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ridgeworth Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ridgeworth Ceredex Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ridgeworth Ceredex Small Mutual Fund Constituents
| KMPR | Kemper | Stock | Financials | |
| LAD | Lithia Motors | Stock | Consumer Discretionary | |
| FAF | First American | Stock | Financials | |
| DOC | Healthpeak Properties | Stock | Real Estate | |
| BGS | BG Foods | Stock | Consumer Staples | |
| SLM | SLM Corp | Stock | Financials | |
| TTEK | Tetra Tech | Stock | Industrials | |
| PWR | Quanta Services | Stock | Industrials |
Ridgeworth Ceredex Small Risk Profiles
| Mean Deviation | 0.8265 | |||
| Semi Deviation | 0.8628 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.47 |
Ridgeworth Ceredex Against Markets
Other Information on Investing in Ridgeworth Mutual Fund
Ridgeworth Ceredex financial ratios help investors to determine whether Ridgeworth Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ridgeworth with respect to the benefits of owning Ridgeworth Ceredex security.
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