RidgeWorth Aggressive Growth Allocation Strategy Fund

Scorecard
2 / 5 Stars
Lipper
3 3 1 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D (Sell)

#35 in Aggressive Allocation

U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all RidgeWorth funds

See full Aggressive Allocation rankings

See more fund rankings

Performance

The fund has returned 22.48 percent over the past year, 9.82 percent over the past three years, 14.32 percent over the past five years, and 6.25 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.2%
1 Year 22.5%
3 Years (Annualized) 9.8%
5 Years (Annualized) 14.3%
10 Years (Annualized) 6.2%

See more SLAAX performance

Summary

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

Fees are Low compared to funds in the same category.
RidgeWorth Aggressive Growth Allocation Strategy Fund has an expense ratio of 0.70 percent.

See more SLAAX fees

Risk

Risk is High compared to funds in the same category according to Morningstar.

See more SLAAX risk