| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
2
2
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#55 in Aggressive Allocation
U.S. News evaluated 124 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.48 percent over the past year, 9.96 percent over the past three years, 4.61 percent over the past five years, and 6.75 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 7.6% |
| 1 Year | 16.5% |
| 3 Years (Annualized) | 10.0% |
| 5 Years (Annualized) | 4.6% |
| 10 Years (Annualized) | 6.7% |
Summary
The investment seeks to provide long-term capital appreciation. The fund invests between 60% and 80% of its assets in underlying equity funds and between 10% and 40% 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 High compared to funds in the same category.
RidgeWorth Growth Allocation Strategy Fund has an expense ratio of 0.50 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
