| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
2
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 113 Mid-Cap Value 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 21.28 percent over the past year, 11.06 percent over the past three years, 10.36 percent over the past five years, and 13.16 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.1% |
| 1 Year | 21.3% |
| 3 Years (Annualized) | 11.1% |
| 5 Years (Annualized) | 10.4% |
| 10 Years (Annualized) | 13.2% |
Summary
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
Fees are Low compared to funds in the same category.
RidgeWorth Mid Cap Value Equity Fund has an expense ratio of 1.04 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
