Ridgeworth Ceredex Mid Cap Fund Quote
| SMVFX Fund | USD 12.81 0.07 0.54% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Ridgeworth Ceredex is trading at 12.81 as of the 27th of November 2024; that is 0.54 percent down since the beginning of the trading day. The fund's open price was 12.88. 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 Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th 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 mid-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts . The subadviser considers mid-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 Midcap Index.. More on Ridgeworth Ceredex Mid Cap
Moving together with Ridgeworth Mutual Fund
| 0.67 | HYIZX | Ridgeworth Seix High | PairCorr |
| 0.87 | SAGAX | Ridgeworth Innovative | PairCorr |
| 0.7 | HYPSX | Ridgeworth Seix High | PairCorr |
Moving against Ridgeworth Mutual Fund
Ridgeworth Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Virtus (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Ridgeworth Ceredex Mid Cap [SMVFX] is traded in USA and was established 27th of November 2024. Ridgeworth Ceredex is listed under Virtus category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Virtus family. This fund at this time has accumulated 2.38 B in assets with no minimum investment requirementsRidgeworth Ceredex Mid is currently producing year-to-date (YTD) return of 15.16% with the current yeild of 0.0%, while the total return for the last 3 years was 3.53%.
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 Mid Cap 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 Mid Cap Mutual Fund Constituents
| AMH | American Homes 4 | Stock | Real Estate | |
| WDC | Western Digital | Stock | Information Technology | |
| WMB | Williams Companies | Stock | Energy | |
| KLAC | KLA Tencor | Stock | Information Technology | |
| FE | FirstEnergy | Stock | Utilities | |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care | |
| HIG | Hartford Financial Services | Stock | Financials | |
| AMG | Affiliated Managers Group | Stock | Financials |
Ridgeworth Ceredex Mid Risk Profiles
| Mean Deviation | 0.7282 | |||
| Semi Deviation | 0.6862 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.02 |
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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| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |