SQETX Rating, Research - Ridgeworth Large Cap Quantitative Eq I

Ridgeworth Large Cap Quantitative Eq I (sqetx)

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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 = 108

Threats + Weaknesses = 74

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests at least 80% of assets in common stocks (see stock research) and other U.S. traded equity securities (see equity research). It may invest in companies of any size and may also invest in exchange-traded funds (ETFs). The fund normally holds long positions in equity securities (see equity research) with an aggregate value of approximately 130% (within a range of 100% to 150%) of assets. It normally establishes short positions in equity securities (see equity research) with a market value of approximately 30% (within a range of 0% to 50%) of assets.


Management Analysis Update


Performance Analysis Update