CFVIX Rating, Research - Ridgeworth Large Cap Core Equity A

Ridgeworth Large Cap Core Equity A (cfvix)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 196

Threats + Weaknesses = 119

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cfvix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Ridgeworth Large Cap Core Equity A (CFVIX) Description: CFVIX is a mutual fund, which is an investment that owns a basket of assets. The CFVIX mutual fund was provided by Ridgeworth and this investment vehicle derives the majority of its value from equity holdings (stocks). Ridgeworths mutual fund has a long management tenure and is in the small fund size classification. CFVIXs minimum initial investment amount is $2000 while the IRA minimum is $2000. CFVIXs expense ratio is roughly 1%. The latest CFVIXs front end load was 6% and the back end load was 0%. The Ridgeworth Large Cap Core Equity A (CFVIX) mutual fund falls under the large-cap mixed category. CFVIX focuses its investments in USA and CFVIX is not affiliated with a particular industry or fund sector. The Ridgeworth Large Cap Core Equity A (CFVIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CFVIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CFVIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation and current income. The fund normally invests at least 80% of total assets in common stocks (see stock research) of Leading Companies that are tied economically to the United States. At least 75% of the dollar amount of stocks (see stock research) held by the fund has a recent history of paying dividends. The fund may invest more than 20% of total assets in foreign securities and up to 20% of total assets in debt securities, including government, corporate and money market securities.


Management Analysis Update


Performance Analysis Update