RidgeWorth Short-Term Bond I 3435 Stelzer Rd. Columbus OH 43219 Map
Phone: 888-784-3863
| Category: | Short-Term Bond | | Fund Family: | RidgeWorth | | Net Assets: | 450.25M | | Year-to-Date Return: | 8.84% | | Yield: | 3.25% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Mar-93 |
|
H. Rick Nelson
Lead Manager since
01-Jan-03 | | | Nelson has served as a managing director of Trusco since 2002. He has more than 25 years of investment experience. |
| 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 |
|
| |
| The investment seeks current income consistent with preservation of capital. The fund normally invests at least 80% of assets in a diversified portfolio of short- to medium-term investment grade U.S. Treasury, corporate debt, mortgage-backed and asset-backed securities. It expects to maintain an effective maturity of three years or less. |
| Last Dividend
(30-Nov-09):
| 0.02 | | Last Cap Gain
(16-Dec-99):
| 0.01 | | Annual Holdings Turnover
| 122.00% | | Average for Category:
| 114.02% |
|
| Expense | SSBTX | Category Avg | | Total Expense Ratio: | %
| 0.91% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 2.62% | | Max Deferred Sales Load: | %
| 2.12% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $406 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $646 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,332 |
|
|