RidgeWorth Investment Grade T/E Bond A
3435 Stelzer Rd. Columbus OH 43219
Map
Phone: 888-784-3863
| Category: | Muni National Interm | | Fund Family: | RidgeWorth | | Net Assets: | 23.22M | | Year-to-Date Return: | 9.65% | | Yield: | 2.84% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Jun-92 |
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Ronald H. Schwartz
Lead Manager since
09-Jun-92 | | | Schwartz is a portfolio manager. He has more than 27 years of investment experience. He joined StableRiver Capital Management LLC in August 1988. Schwartz 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 federally tax-exempt income and capital appreciation. The fund normally invests at least 80% of assets in investment grade tax-exempt obligations, like municipal securities. It may also invest up to 20% of assets in securities subject to the alternative minimum tax or in certain taxable securities. The average weighted maturity generally ranges between four and ten years. |
| Last Dividend
(30-Nov-09):
| 0.03 | | Last Cap Gain
(11-Dec-08):
| 0.07 | | Annual Holdings Turnover
| 221.00% | | Average for Category:
| 38.70% |
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| Expense | SISIX | Category
Avg | | Total Expense Ratio: | %
| 0.89% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 4.75%
| 3.52% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $462 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $700 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,369 |
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0.63% Nasdaq 
0.03%
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