RidgeWorth Large Cap Core Equity A
3435 Stelzer Rd.
Map
Phone: 888-784-3863
| Category: | Large Blend | | Fund Family: | RidgeWorth | | Net Assets: | 31.63M | | Year-to-Date Return: | -12.44% | | Yield: | 1.00% | | Morningstar Rating: |  | | Fund Inception Date: | 07-May-93 |
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Jeffrey E. Markunas
Lead Manager since
07-May-93 | | | Markunas currently serves as President and Chief Investment Officer of the IronOak Advisors LLC and served as managing director of Trusco since July 2000, after serving as senior vice president of Trusco since January 1999 and senior vice president and director of Equity Management for Crestar Asset Management Company from 1992 until July 2000. He has more than 24 years of investment experience. Markunas holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $1,000 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks Long-term capital appreciation, and current income is the secondary. The fund invests at least 80% of net assets in common stocks and other U.S. traded equity securities of large cap companies. U.S. traded equity securities may include listed American Depositary Receipts ("ADRs"). It targets companies with market capitalizations of at least $3 billion. In addition, to implement the investment strategy, the fund may buy or sell, to a limited extent, derivative instruments. |
| Last Dividend
(20-Jun-08):
| 0.03 | | Last Cap Gain
(11-Dec-07):
| 1.73 | | Annual Holdings Turnover
| 78.00% | | Average for Category:
| 71.30% |
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| Expense | CFVIX | Category
Avg | | Total Expense Ratio: | 1.11%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$908 | $577 | | 5 Yr Expense Projection*: |
$1,151 | $877 | | 10 Yr Expense Projection*: |
$1,849 | $1,739 |
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1.49% Nasdaq 
0.27%
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