RidgeWorth Large Cap Quantitative Eq A
3435 Stelzer Rd.
Map
Phone: 888-784-3863
| Category: | Large Blend | | Fund Family: | RidgeWorth | | Net Assets: | 490.00K | | Year-to-Date Return: | -20.07% | | Yield: | 0.46% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Oct-03 |
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Chad Deakins
Lead Manager since
26-Oct-07 | | | Mr. Deakins is the President of Certium Asset Management and directs all key aspects of the firm. His investment career began in 1996 with Trusco Capital Management, Certiums predecessor firm. As Mr. Deakins developed and implemented innovative investment concepts, he was appointed head of Truscos Specialty Equity Boutique and led Certiums transition to an independent firm. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long term capital appreciation. 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
(22-Sep-08):
| 0.03 | | Last Cap Gain
(11-Dec-07):
| 1.65 | | Annual Holdings Turnover
| 399.00% | | Average for Category:
| 71.67% |
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| Expense | SQEAX | Category
Avg | | Total Expense Ratio: | 1.17%
| 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*: |
$931 | $572 | | 5 Yr Expense Projection*: |
$1,192 | $873 | | 10 Yr Expense Projection*: |
$1,935 | $1,733 |
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11.08% Nasdaq 0.00%
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