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RidgeWorth Large Cap Value Equity C (SVIFX)

17.63 Up 0.02(0.11%) Aug 26
Prev Close:17.61
YTD Return*:4.22%
Net Assets*:2.30B
Yield*:0.57%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for SVIFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
XOM3.02-1.07
CVX2.974.05
CSCO2.8113.91
C2.79-7.64
CI2.703.80

Fund Basics

Morningstar Overall Rating:
Total Assets:2.3B
Category:Large Value
Annual Report Expense Ratio (net):1.71%

Performance & Risk

YTD Return:4.22%
5y Avg Return:15.38%
Rank in Category (ytd):70
% Rank in Category (ytd):5.44%
Beta (3y):1.03
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide a high level of capital appreciation; current income is as a secondary objective. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S.-traded equity securities of large-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts. The subadviser considers large-capitalization companies to be companies with market capitalizations similar to those of companies in the Russell 1000® Value Index. View More
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