2 / 5 Stars
3 3 2 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#93 in Small Growth
U.S. News evaluated 215 Small Growth 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 33.40 percent over the past year, 16.63 percent over the past three years, 22.66 percent over the past five years, and 7.85 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||16.6%|
|5 Years (Annualized)||22.7%|
|10 Years (Annualized)||7.8%|
The investment seeks to provide long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S.-traded equity securities of small-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts. The subadviser considers small-capitalization companies to be companies with market capitalizations similar to those of companies in the Russell 2000® Growth Index.
Fees are Above Average compared to funds in the same category.
RidgeWorth Small Cap Growth Stock Fund has an expense ratio of 1.37 percent.
Risk is Average compared to funds in the same category according to Morningstar.