STVTX Rating, Research - Ridgeworth Large Cap Value Equity I

Ridgeworth Large Cap Value Equity I (stvtx)

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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 = 83

Threats + Weaknesses = 61

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

The fund seeks current income, growth of capital and conservation of principal. The fund invests primarily in common stocks (see stock research) of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable. It invests primarily in securities of issuers domiciled in the United States and Canada. The fund may also invest in debt securities.


Management Analysis Update


Performance Analysis Update