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 Dow Down 0.19% Nasdaq Up 0.45%

RidgeWorth Large Cap Value Equity A (SVIIX)

17.77 Up 0.02(0.11%) Jul 30
Prev Close:17.75
YTD Return*:6.91%
Net Assets*:2.35B
Yield*:0.98%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for SVIIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CSCO2.9213.42
XOM2.851.46
CI2.845.92
MRK2.8318.66
CVX2.796.16

Fund Basics

Morningstar Overall Rating:
Total Assets:2.35B
Category:Large Value
Annual Report Expense Ratio (net):1.19%

Performance & Risk

YTD Return:6.91%
5y Avg Return:18.40%
Rank in Category (ytd):53
% Rank in Category (ytd):4.12%
Beta (3y):1.04
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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