2 / 5 Stars
3 3 2 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#33 in Aggressive Allocation
U.S. News evaluated 123 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 14.40 percent over the past year, 8.50 percent over the past three years, 13.77 percent over the past five years, and 6.08 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||8.5%|
|5 Years (Annualized)||13.8%|
|10 Years (Annualized)||6.1%|
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 are Average compared to funds in the same category.
RidgeWorth Growth Allocation Strategy Fund has an expense ratio of 0.61 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.