RidgeWorth Mid-Cap Core Equity A 3435 Stelzer Rd. Columbus OH 43219 Map
Phone: 888-784-3863
| Category: | Mid-Cap Blend | | Fund Family: | RidgeWorth | | Net Assets: | 4.66M | | Year-to-Date Return: | 28.06% | | Yield: | 0.71% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jan-94 |
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Charles B. Arrington
Lead Manager since
28-Feb-07 | | | Arrington is a director and portfolio manager with Trusco Capital Management, Inc. He has been with the firm since 1997. Arrington has more than 24 years of investment experience. Arrington 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
(15-Dec-09):
| 0.02 | | Last Cap Gain
(11-Dec-08):
| 0.43 | | Annual Holdings Turnover
| 52.00% | | Average for Category:
| 90.44% |
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| Expense | SCAIX | Category Avg | | Total Expense Ratio: | %
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $635 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $980 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,963 |
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