Ridgeworth Ceredex Financials
| SAMVX Fund | USD 11.85 0.05 0.42% |
Ridgeworth |
Please note that past performance is not an indicator of the future performance of Ridgeworth Ceredex, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Ridgeworth Ceredex Fund Summary
Ridgeworth Ceredex competes with Prudential Jennison, Prudential Jennison, Prudential Jennison, Prudential Total, and Prudential Qma. Under normal circumstances, the fund invests at least 80 percent of its net assets in U.S.-traded equity securities of mid-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts . The subadviser considers mid-capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations generally within the range of companies included in the Russell Midcap Index.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US76628R5990 |
| Business Address | Virtus Asset Trust |
| Mutual Fund Family | Virtus |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | NYSE Composite |
| Phone | 888 784 3863 |
| Currency | USD - US Dollar |
Ridgeworth Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ridgeworth Ceredex's current stock value. Our valuation model uses many indicators to compare Ridgeworth Ceredex value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ridgeworth Ceredex competition to find correlations between indicators driving Ridgeworth Ceredex's intrinsic value. More Info.Ridgeworth Ceredex Mid Cap is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ridgeworth Ceredex Mid Cap is roughly 9.85 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Ridgeworth Ceredex by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Ridgeworth Ceredex's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Ceredex's earnings, one of the primary drivers of an investment's value.Ridgeworth Ceredex Mid Systematic Risk
Ridgeworth Ceredex's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ridgeworth Ceredex volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Ridgeworth Ceredex Mid correlated with the market. If Beta is less than 0 Ridgeworth Ceredex generally moves in the opposite direction as compared to the market. If Ridgeworth Ceredex Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ridgeworth Ceredex Mid is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ridgeworth Ceredex is generally in the same direction as the market. If Beta > 1 Ridgeworth Ceredex moves generally in the same direction as, but more than the movement of the benchmark.
Ridgeworth Ceredex April 18, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ridgeworth Ceredex help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ridgeworth Ceredex Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ridgeworth Ceredex Mid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Ridgeworth Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ridgeworth Ceredex's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.02 | |||
| Information Ratio | 0.0047 | |||
| Maximum Drawdown | 3.83 | |||
| Value At Risk | (1.39) | |||
| Potential Upside | 1.21 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Ridgeworth Ceredex Mid Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.