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  •  Dow Down 1.45% Nasdaq Down 1.03%

    RidgeWorth Large Cap Value Equity A (SVIIX)

    16.01 Down 0.28(1.72%) Jan 30
    Prev Close:16.29
    YTD Return*:10.76%
    Net Assets*:2.43B
    Yield*:0.98%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for SVIIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CVX3.370.36
    XOM3.330.41
    CI2.92-0.08
    PFE2.920.58
    ORCL2.75-1.42

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.43B
    Category:Large Value
    Annual Report Expense Ratio (net):1.19%

    Performance & Risk

    YTD Return:10.76%
    5y Avg Return:14.78%
    Rank in Category (ytd):48
    % Rank in Category (ytd):3.72%
    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
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