4 / 5 Stars
4 4 3 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 225 Small Blend 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 18.42 percent over the past year, 12.41 percent over the past three years, 21.84 percent over the past five years, and 10.76 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.7%|
|3 Years (Annualized)||12.4%|
|5 Years (Annualized)||21.8%|
|10 Years (Annualized)||10.8%|
The investment seeks to provide capital appreciation, and current income is as a secondary consideration. The fund invests at least 80% of net assets (plus any borrowings for investment purposes) in U.S. traded equity securities of small cap companies. U.S. traded equity securities may include American Depositary Receipts ("ADRs"). The subadviser considers small-capitalization companies to be companies with market capitalizations between $50 million and $3 billion or with market capitalizations similar to those of companies in the Russell 2000® Value Index.
Fees are Above Average compared to funds in the same category.
RidgeWorth Small Cap Value Equity Fund has an expense ratio of 1.20 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.