3 / 5 Stars
4 4 3 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 109 Mid-Cap Value 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 23.15 percent over the past year, 11.53 percent over the past three years, 25.69 percent over the past five years, and 10.40 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||25.7%|
|10 Years (Annualized)||10.4%|
The investment seeks to provide capital appreciation; current income is as a secondary objective. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S.-traded equity securities of mid-capitalization companies. The subadviser considers mid-capitalization companies to be companies with market capitalizations similar to those of companies in the Russell Midcap® Value Index.
Fees are Low compared to funds in the same category.
RidgeWorth Mid Cap Value Equity Fund has an expense ratio of 1.86 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.