RidgeWorth Small Cap Value Equity Fund

Scorecard
3 / 5 Stars
Lipper
3 3 3 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 229 Small Blend 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 24.76 percent over the past year, 12.65 percent over the past three years, 19.47 percent over the past five years, and 10.39 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.5%
1 Year 24.8%
3 Years (Annualized) 12.7%
5 Years (Annualized) 19.5%
10 Years (Annualized) 10.4%

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Summary

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

Fees are Above Average compared to funds in the same category.
RidgeWorth Small Cap Value Equity Fund has an expense ratio of 1.87 percent.

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Risk

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

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