SCETX Rating, Research - Ridgeworth Small Cap Value Equity I

Ridgeworth Small Cap Value Equity I (scetx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

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 = 33

Threats + Weaknesses = 18

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to provide investment results approximating the aggregate price and dividend performance of the securities included in the Russell 2000 index. The fund typically invests at least 80% of total assets in the securities included in the Russell 2000 index, in weightings that approximate the relative composition of the securities contained in the index.


Management Analysis Update


Performance Analysis Update