2 / 5 Stars
4 4 4 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#212 in Large Growth
U.S. News evaluated 464 Large Growth 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 32.22 percent over the past year, 14.96 percent over the past three years, 18.94 percent over the past five years, and 7.17 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.3%|
|3 Years (Annualized)||15.0%|
|5 Years (Annualized)||18.9%|
|10 Years (Annualized)||7.2%|
The investment seeks to provide capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks and other U.S.-traded equity securities of large-capitalization companies. The subadviser considers large-capitalization companies to be companies with market capitalizations similar to those of companies in the Russell 1000® Growth Index.
Fees are Average compared to funds in the same category.
RidgeWorth Large Cap Growth Stock Fund has an expense ratio of 1.19 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.