CVIBX Rating, Research - Ridgeworth Large Cap Core Equity C

Ridgeworth Large Cap Core Equity C (cvibx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

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


SWOT Statistics

Strengths + Opportunities = 216

Threats + Weaknesses = 120

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

Fund Management Team

Fund Description Update

Ridgeworth Large Cap Core Equity C (CVIBX) Description: CVIBX is a mutual fund, which is an investment that owns a basket of assets. The CVIBX 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. CVIBXs minimum initial investment amount is $5000 while the IRA minimum is $2000. CVIBXs expense ratio is roughly 2%. The latest CVIBXs front end load was 0% and the back end load was 1%. The Ridgeworth Large Cap Core Equity C (CVIBX) mutual fund falls under the large-cap mixed category. CVIBX focuses its investments in USA and CVIBX is not affiliated with a particular industry or fund sector. The Ridgeworth Large Cap Core Equity C (CVIBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CVIBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CVIBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund mainly invests in common stocks [* (see stock research) of U.S. companies] that have the greatest potential for capital appreciation with stock prices that reflect a value lower than that which the adviser places on the company, or whose earnings the adviser believes are likely to grow over time. It invests mainly in large companies.

Management Analysis Update

Performance Analysis Update