Ridgeworth Silvant Minimum Initial Investment vs. Year To Date Return

STCAX Fund  USD 16.07  0.24  1.52%   
Based on Ridgeworth Silvant's profitability indicators, Ridgeworth Silvant Large may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Ridgeworth Silvant's ability to earn profits and add value for shareholders.
For Ridgeworth Silvant profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ridgeworth Silvant to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ridgeworth Silvant Large utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ridgeworth Silvant's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ridgeworth Silvant Large over time as well as its relative position and ranking within its peers.
  
Check out World Market Map.
Please note, there is a significant difference between Ridgeworth Silvant's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ridgeworth Silvant is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ridgeworth Silvant's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Ridgeworth Silvant Large Year To Date Return vs. Minimum Initial Investment Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Ridgeworth Silvant's current stock value. Our valuation model uses many indicators to compare Ridgeworth Silvant value to that of its competitors to determine the firm's financial worth.
Ridgeworth Silvant Large is rated second largest fund in minimum initial investment among similar funds. It is rated below average in year to date return among similar funds . The ratio of Minimum Initial Investment to Year To Date Return for Ridgeworth Silvant Large is about  2,961 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ridgeworth Silvant's earnings, one of the primary drivers of an investment's value.

Ridgeworth Year To Date Return vs. Minimum Initial Investment

Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.

Ridgeworth Silvant

Minimum Initial Investment

=

First Fund Deposit

 = 
100 K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

Ridgeworth Silvant

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
33.77 %
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

Ridgeworth Year To Date Return Comparison

Ridgeworth Silvant is rated fifth largest fund in year to date return among similar funds.

Ridgeworth Silvant Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Ridgeworth Silvant, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ridgeworth Silvant will eventually generate negative long term returns. The profitability progress is the general direction of Ridgeworth Silvant's change in net profit over the period of time. It can combine multiple indicators of Ridgeworth Silvant, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests at least 80 percent of its net assets in common stocks and other U.S.-traded equity securities of large-capitalization companies. The subadviser considers large-capitalization companies to be companies with market capitalizations generally within those of companies in the Russell 1000 Growth Index.

Ridgeworth Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Ridgeworth Silvant. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Ridgeworth Silvant position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Ridgeworth Silvant's important profitability drivers and their relationship over time.

Learn to be your own money manager

Our tools can tell you how much better you can do entering a position in Ridgeworth Silvant without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run ETFs Now

   

ETFs

Find actively traded Exchange Traded Funds (ETF) from around the world
All  Next Launch Module

Use Investing Themes to Complement your Ridgeworth Silvant position

In addition to having Ridgeworth Silvant in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Non-Metallic and Industrial Metal Mining Thematic Idea Now

Non-Metallic and Industrial Metal Mining
Non-Metallic and Industrial Metal Mining Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Non-Metallic and Industrial Metal Mining theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Non-Metallic and Industrial Metal Mining Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Ridgeworth Mutual Fund

To fully project Ridgeworth Silvant's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Ridgeworth Silvant Large at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Ridgeworth Silvant's income statement, its balance sheet, and the statement of cash flows.
Potential Ridgeworth Silvant investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Ridgeworth Silvant investors may work on each financial statement separately, they are all related. The changes in Ridgeworth Silvant's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Ridgeworth Silvant's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes