RidgeWorth Intermediate Municipal Bond Fund

Scorecard
2 / 5 Stars
Lipper
3 3 3 3 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#48 in Muni Single State Interm

U.S. News evaluated 68 Muni Single State Interm Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -0.41 percent over the past year, 3.82 percent over the past three years, 3.82 percent over the past five years, and 3.47 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.4%
1 Year -0.4%
3 Years (Annualized) 3.8%
5 Years (Annualized) 3.8%
10 Years (Annualized) 3.5%

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Summary

The investment seeks high current income exempt from federal and Virginia income taxes, consistent with preservation of capital. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in municipal securities, including securities subject to the U.S. federal alternative minimum tax, with income exempt from regular U.S. federal income tax and Virginia state income tax. It may invest a portion of its net assets in certain taxable debt securities. The fund's average weighted maturity will range from 5 to 10 years but there is no limit on the maturities of individual securities.

Fees

Fees are Below Average compared to funds in the same category.
RidgeWorth Intermediate Municipal Bond Fund has an expense ratio of 0.74 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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