RidgeWorth Large Cap Value Equity A
3435 Stelzer Rd.
Map
Phone: 888-784-3863
| Category: | Large Value | | Fund Family: | RidgeWorth | | Net Assets: | 43.26M | | Year-to-Date Return: | -9.34% | | Yield: | 1.73% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Feb-93 |
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Mills Riddick
Lead Manager since
01-Apr-95 | | | Mills Riddick, the President of Ceredex, began his investment career in 1981. After earning his Chartered Financial Analyst designation, he began working for Trusco Capital Management, Ceredexs predecessor firm, in 1989. In 1995 he was appointed head of the firms Value Equity Team and began managing the Large Cap Value strategy that he manages today. Since that time, he has the Value Equity investment team and has led Ceredexs transition from an investment boutique to an independent firm. |
| 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, and current income is secondary consideration. 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):
| 0.05 | | Last Cap Gain
(11-Dec-07):
| 1.62 | | Annual Holdings Turnover
| 116.00% | | Average for Category:
| 59.99% |
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| Expense | SVIIX | Category
Avg | | Total Expense Ratio: | 1.13%
| 1.27% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$913 | $588 | | 5 Yr Expense Projection*: |
$1,161 | $902 | | 10 Yr Expense Projection*: |
$1,871 | $1,772 |
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1.49% Nasdaq 0.00%
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