RidgeWorth Mid-Cap Core Equity A
3435 Stelzer Rd.
Map
Phone: 888-784-3863
| Category: | Mid-Cap Blend | | Fund Family: | RidgeWorth | | Net Assets: | 6.80M | | Year-to-Date Return: | -19.52% | | Yield: | 0.53% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jan-94 |
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Scott Yuschak
Lead Manager since
17-Feb-06 | | | Yuschak has served as vice president and research analyst at Trusco since February 2005. Prior to joining Trusco, Mr. Yuschak served as a sector manager and equity analyst at Banc One from July 2000 to February 2005. He has more than 11 years of investment experience. Yuschak 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 capital appreciation. The fund invests at least 80% of net assets in common stocks and other U.S. traded equity securities of mid cap companies. U.S. traded equity securities may include listed American Depositary Receipts ("ADRs"). It targets companies with market capitalizations similar to those of companies in the Russell Mid-cap(R) Index. In addition, to implement the investment strategy, the fund may buy or sell, to a limited extent, derivative instruments. |
| Last Dividend
(22-Sep-08):
| 0.01 | | Last Cap Gain
(11-Dec-07):
| 1.34 | | Annual Holdings Turnover
| 58.00% | | Average for Category:
| 91.43% |
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| Expense | SCAIX | Category
Avg | | Total Expense Ratio: | 1.37%
| 1.35% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$984 | $609 | | 5 Yr Expense Projection*: |
$1,282 | $956 | | 10 Yr Expense Projection*: |
$2,127 | $1,894 |
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7.87% Nasdaq 
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