SMVTX Rating, Research - Ridgeworth Mid-Cap Value Equity I

Ridgeworth Mid-Cap Value Equity I (smvtx)

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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 = 12

Threats + Weaknesses = 9

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in the research, development, manufacture, or marketing of products or services related to the chemical process industries. These companies may include companies involved with products such as basic and intermediate organic and inorganic chemicals, plastics, synthetic fibers, fertilizers, industrial gases, flavorings, fragrances, biological materials, catalysts, carriers, additives, and process aids. It may invest in securities of foreign issuers. The funds non-diversified.

Management Analysis Update

Performance Analysis Update