RidgeWorth International Eq 130/30 I RidgeWorth Funds 3435 Stelzer Rd. Columbus, OH 43219 Map
Phone: 888-784-3863
| Category: | Foreign Small/Mid Growth | | Fund Family: | RidgeWorth | | Net Assets: | 112.46M | | Year-to-Date Return: | 47.10% | | Yield: | 0.36% | | Morningstar Rating: | N/A | | Fund Inception Date: | 27-Dec-07 |
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Kevin M. Means
Lead Manager since
27-Dec-07 | | | Kevin Means is the founder and Managing Partner of Alpha Equity Management, which had its inception in February 2000. He is the developer of a number of the quantitative models and disciplines that guide daily portfolio trading in all asset classes, and is the lead manager in real estate securities. Kevin holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in common stocks ad other equity securities in non-U.S. companies. It may invest in companies of any size and in both developed and emerging markets. The fund may also invest in exchange-traded funds (ETFs). It normally holds long positions in equity securities with an aggregate value of approximately 130% (within a range of 100% to 150%) of assets. The fund normally establishes short positions in equity securities with a market value of approximately 30% (within a range of 0% to 50%) of assets. |
| Last Dividend
(15-Dec-08):
| 0.02 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 491.00% | | Average for Category:
| 86.56% |
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| Expense | SCEIX | Category Avg | | Total Expense Ratio: | %
| 1.65% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.40% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $691 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,099 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,171 |
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