Ridgeworth International Equity Fund Quote
| STITX Fund | USD 9.42 0.04 0.43% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Ridgeworth International is trading at 9.42 as of the 29th of November 2024; that is 0.43 percent up since the beginning of the trading day. The fund's open price was 9.38. Ridgeworth International has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Ridgeworth International Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its assets in equity securities of issuers organized, headquartered or doing a substantial amount of business outside the U.S. It will allocate its assets among various regions and countries, including emerging markets. More on Ridgeworth International Equity
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Ridgeworth Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Growth Funds, Foreign Large Growth Funds, Foreign Large Growth, Virtus, Large Growth, Foreign Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Ridgeworth International Equity [STITX] is traded in USA and was established 29th of November 2024. Ridgeworth International is listed under Virtus category by Fama And French industry classification. The fund is listed under Foreign Large Growth category and is part of Virtus family. This fund at this time has accumulated 56.62 M in assets with minimum initial investment of 100 K. Ridgeworth International is currently producing year-to-date (YTD) return of 0.62% with the current yeild of 0.0%, while the total return for the last 3 years was -2.93%.
Check Ridgeworth International Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ridgeworth Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ridgeworth Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ridgeworth International Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ridgeworth International Equity Mutual Fund Constituents
| KYCCF | Keyence | Pink Sheet | Scientific & Technical Instruments | |
| ACN | Accenture plc | Stock | Information Technology | |
| CB | Chubb | Stock | Financials | |
| ALC | Alcon AG | Stock | Health Care | |
| AON | Aon PLC | Stock | Financials | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| HEIA | HEIA | Stock | Industrials | |
| INFO | Harbor ETF Trust | Etf | Large Blend |
Ridgeworth International Risk Profiles
| Mean Deviation | 0.5991 | |||
| Standard Deviation | 0.7299 | |||
| Variance | 0.5327 | |||
| Risk Adjusted Performance | (0.04) |
Ridgeworth International Against Markets
Other Information on Investing in Ridgeworth Mutual Fund
Ridgeworth International financial ratios help investors to determine whether Ridgeworth Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ridgeworth with respect to the benefits of owning Ridgeworth International security.
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