2 / 5 Stars
3 3 1 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#36 in Aggressive Allocation
U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.64 percent over the past year, 8.71 percent over the past three years, 18.81 percent over the past five years, and 5.97 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.1%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||18.8%|
|10 Years (Annualized)||6.0%|
The investment seeks to provide a high level of capital appreciation. The fund invests between 70% and 90% of its assets in underlying equity funds and between 10% and 30% of its assets in underlying fixed income funds. Its remaining assets may be invested in cash and cash equivalents, including unaffiliated money market funds, securities issued by the U.S. government, its agencies or instrumentalities, repurchase agreements and short-term paper.
Fees are Average compared to funds in the same category.
RidgeWorth Aggressive Growth Allocation Strategy Fund has an expense ratio of 0.63 percent.
Risk is High compared to funds in the same category according to Morningstar.