Dow Down 0.62% Nasdaq Down 1.14%

RidgeWorth Large Cap Value Equity A (SVIIX)

17.91 Down 0.16(0.89%) Sep 22
Prev Close:18.07
YTD Return*:8.17%
Net Assets*:2.36B
Yield*:0.97%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for SVIIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CVX3.074.62
CSCO3.0713.37
XOM3.04-0.69
CI2.757.73
C2.74-0.23

Fund Basics

Morningstar Overall Rating:
Total Assets:2.36B
Category:Large Value
Annual Report Expense Ratio (net):1.19%

Performance & Risk

YTD Return:8.17%
5y Avg Return:16.21%
Rank in Category (ytd):65
% Rank in Category (ytd):5.03%
Beta (3y):1.01
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
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