Dow Up 0.13% Nasdaq Up 0.26%

RidgeWorth Large Cap Value Equity A (SVIIX)

18.46 Up 0.05(0.27%) Nov 26
Prev Close:18.46
YTD Return*:7.51%
Net Assets*:2.37B
Yield*:0.97%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for SVIIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CVX3.20-3.99
XOM3.16-3.88
CI2.8814.05
MRK2.6920.36
PFE2.571.11

Fund Basics

Morningstar Overall Rating:
Total Assets:2.37B
Category:Large Value
Annual Report Expense Ratio (net):1.19%

Performance & Risk

YTD Return:7.51%
5y Avg Return:15.73%
Rank in Category (ytd):65
% Rank in Category (ytd):5%
Beta (3y):1.00
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide a high level of capital appreciation; current income is 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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback