Ridgeworth Silvant Large Fund Quote
| STCZX Fund | USD 16.11 0.09 0.56% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Ridgeworth Silvant is trading at 16.11 as of the 1st of February 2025; that is 0.56 percent down since the beginning of the trading day. The fund's open price was 16.2. Ridgeworth Silvant 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. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in common stocks and other U.S.-traded equity securities of large-capitalization companies. The subadviser considers large-capitalization companies to be companies with market capitalizations generally within those of companies in the Russell 1000 Growth Index.. More on Ridgeworth Silvant Large
Moving together with Ridgeworth Mutual Fund
Ridgeworth Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Growth Funds, Large Growth, Virtus (View all Sectors) |
| Update Date | 31st of December 2024 |
Ridgeworth Silvant Large [STCZX] is traded in USA and was established 1st of February 2025. Ridgeworth Silvant is listed under Virtus category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Virtus family. This fund at this time has accumulated 134.66 M in assets with no minimum investment requirementsRidgeworth Silvant Large is currently producing year-to-date (YTD) return of 3.56%, while the total return for the last 3 years was 17.99%.
Check Ridgeworth Silvant 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 Silvant Large 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 Silvant Large Mutual Fund Constituents
| ADSK | Autodesk | Stock | Information Technology | |
| HON | Honeywell International | Stock | Industrials | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| PYPL | PayPal Holdings | Stock | Financials |
Ridgeworth Silvant Large Risk Profiles
| Mean Deviation | 0.8753 | |||
| Semi Deviation | 1.16 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.32 |
Ridgeworth Silvant Against Markets
Other Information on Investing in Ridgeworth Mutual Fund
Ridgeworth Silvant 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 Silvant security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
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| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |