RidgeWorth Large Cap Quantitative Eq A
RidgeWorth Funds 3435 Stelzer Rd. Columbus, OH 43219
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Phone: 888-784-3863
| Category: | Large Blend | | Fund Family: | RidgeWorth | | Net Assets: | 600.00K | | Year-to-Date Return: | 18.81% | | Yield: | 1.13% | | 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, Certium?s predecessor firm. As Mr. Deakins developed and implemented innovative investment concepts, he was appointed head of Trusco's Specialty Equity Boutique and led Certium's transition to an independent firm. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | N/A | | 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 range of companies in the S&P 500 Index was between approximately $687 million and $341 billion. In addition, to implement the investment strategy, the fund may buy or sell, to a limited extent, derivative instruments. |
| Last Dividend
(22-Sep-09):
| 0.01 | | Last Cap Gain
(11-Dec-07):
| 1.65 | | Annual Holdings Turnover
| 500.00% | | Average for Category:
| 78.74% |
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| Expense | SQEAX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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