Ridgeworth Seix Total Fund Manager Performance Evaluation
| SAMFX Fund | USD 9.38 0.08 0.86% |
The fund holds a Beta of -0.0739, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ridgeworth Seix are expected to decrease at a much lower rate. During the bear market, Ridgeworth Seix is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Ridgeworth Seix Total has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental 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 | 0.4600 |
Ridgeworth |
Ridgeworth Seix Relative Risk vs. Return Landscape
If you would invest 948.00 in Ridgeworth Seix Total on August 28, 2024 and sell it today you would lose (10.00) from holding Ridgeworth Seix Total or give up 1.05% of portfolio value over 90 days. Ridgeworth Seix Total is currently producing negative expected returns and takes up 0.3114% volatility of returns over 90 trading days. Put another way, 2% 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 Total holds a recent Real Value of $9.03 per share. The prevailing price of the fund is $9.38. We determine the value of Ridgeworth Seix Total 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 9.38 | Real 9.03 | Hype 9.38 | Naive 9.36 |
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 Total 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 Total, 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 = -0.0525
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SAMFX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ridgeworth Seix is not performing at its full potential. However, 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 Ridgeworth Seix 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 | 150.64 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 invests in various types of income-producing debt instruments including mortgage- and asset-backed securities, government and agency obligations, corporate obligations and floating rate loans. It normally invests at least 80 percent of its net assets in fixed income securities.Things to note about Ridgeworth Seix Total 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 Total help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ridgeworth Seix generated a negative expected return over the last 90 days | |
| The fund generated three year return of -3.0% | |
| Ridgeworth Seix Total maintains most of the assets in different exotic instruments. |
- 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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