Ridgeworth Seix High Fund Manager Performance Evaluation
| SAMHX Fund | USD 7.98 0.01 0.13% |
The fund holds a Beta of 0.0596, which implies not very significant fluctuations relative to the market. As returns on the market increase, Ridgeworth Seix's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ridgeworth Seix is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Ridgeworth Seix High are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Ridgeworth Seix is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 0.6400 |
Ridgeworth |
Ridgeworth Seix Relative Risk vs. Return Landscape
If you would invest 786.00 in Ridgeworth Seix High on September 2, 2024 and sell it today you would earn a total of 12.00 from holding Ridgeworth Seix High or generate 1.53% return on investment over 90 days. Ridgeworth Seix High is currently producing 0.0238% returns and takes up 0.1422% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Ridgeworth, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ridgeworth Seix Current Valuation
Overvalued
Today
Please note that Ridgeworth Seix's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Ridgeworth Seix High holds a recent Real Value of $7.33 per share. The prevailing price of the fund is $7.98. We determine the value of Ridgeworth Seix High from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Ridgeworth Seix is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ridgeworth Mutual Fund. However, Ridgeworth Seix's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 7.98 | Real 7.33 | Hype 7.98 | Naive 7.96 |
The intrinsic value of Ridgeworth Seix's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Ridgeworth Seix's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Ridgeworth Seix High helps investors to forecast how Ridgeworth mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ridgeworth Seix more accurately as focusing exclusively on Ridgeworth Seix's fundamentals will not take into account other important factors: Ridgeworth Seix Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ridgeworth Seix's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ridgeworth Seix High, and traders can use it to determine the average amount a Ridgeworth Seix's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1672
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SAMHX |
Estimated Market Risk
| 0.14 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Ridgeworth Seix is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Ridgeworth Seix by adding it to a well-diversified portfolio.
Ridgeworth Seix Fundamentals Growth
Ridgeworth Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ridgeworth Seix, and Ridgeworth Seix fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Ridgeworth Mutual Fund performance.
| Total Asset | 192.74 M | ||||
About Ridgeworth Seix Performance
Evaluating Ridgeworth Seix's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ridgeworth Seix has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ridgeworth Seix has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests in various types of lower-rated, higher yielding debt instruments, including corporate obligations, floating rate loans and other debt obligations. It normally invests at least 80 percent of its net assets in high yield securities. The fund may invest in debt obligations of U.S. and non-U.S. issuers, including emerging market debt. It may invest up to 20 percent of its net assets in investment grade instruments.Things to note about Ridgeworth Seix High performance evaluation
Checking the ongoing alerts about Ridgeworth Seix for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ridgeworth Seix High help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 95.9% of its assets in bonds |
- Analyzing Ridgeworth Seix's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ridgeworth Seix's stock is overvalued or undervalued compared to its peers.
- Examining Ridgeworth Seix's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ridgeworth Seix's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ridgeworth Seix's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ridgeworth Seix's mutual fund. These opinions can provide insight into Ridgeworth Seix's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ridgeworth Mutual Fund
Ridgeworth Seix 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 Seix security.
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