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RidgeWorth Mid-Cap Value Equity C

SMVFX
10.42
+0.25
+2.46%
2/12/2016
5 Years
  • Previous Close

    10.17

  • Net Assets

    61.00M

  • Yield

    0.57%

  • Front load

    None

  • Expenses

    1.75%

  • Category

    Mid-Cap Value

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

RidgeWorth

Fund Style

Open

Fund Manager

Don Wordell

Investment Style

Medium Value

The investment seeks to provide capital appreciation; current income is 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 subadvisor considers mid-capitalization companies to be companies with market capitalizations similar to those of companies in the Russell Midcap® Index.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 2,000
Initial Purchase: AIP 500

Inception

11/30/2001

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