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  1. Boutiques
  2. Funds
  3. My Watched Funds
  4. Morningstar Ratings

Value Equity
Orlando, FL

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International Equity

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Investment Grade and High Yield
Upper Saddle River, NJ

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Growth Equity
Atlanta, GA

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Short Duration and Tax-Exempt
Atlanta, GA

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Aggressive Growth Equity
Seattle, WA

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  1. Value Equity
  2. Growth Equity
  3. International Equity
  4. Fixed Income (Taxable)
  5. Fixed Income (Tax Free)
  6. Asset Allocation

Our funds invest in undervalued, dividend-paying stocks with positive catalysts that managers believe will help lead to stock price appreciation.

  1. Large Cap Value Equity
  2. Mid-Cap Value Equity
  1. Small Cap Value Equity

We offer two growth strategies. One invests in stocks that have strong positive fundamental momentum and exhibit robust growth characteristics. The other takes a “high alpha, high beta” approach to create aggressive portfolios.

  1. Aggressive Growth Stock
  2. Emerging Growth Stock
  3. Large Cap Core Growth Stock
  1. Large Cap Growth Stock
  2. Select Large Cap Growth Stock
  3. Small Cap Growth Stock

Our international funds provide investors with exposure to the global economy. We offer an active and an index strategy.

  1. International Equity
  1. International Equity Index

Out three taxable fixed income disciplines offer a variety of portfolio strategies that invest across the entire credit quality and capital structure spectrum. We offer investment grade strategies, high yield strategies and short duration strategies.

  1. Core Bond Fund
  2. Corporate Bond
  3. High Income
  4. Intermediate Bond
  5. Limited Duration
  6. Limited-Term Federal Mortgage Securities
  7. Seix Floating Rate High Income
  1. Seix High Yield
  2. Short-Term Bond
  3. Short-Term U.S. Treasury Securities
  4. Total Return Bond
  5. U.S. Government Securities
  6. U.S. Government Securities Ultra-Short Bond
  7. Ultra-Short Bond

Our tax-free funds invest in high quality municipal bonds and seek to produce a high level of after-tax total return or tax-free income. Our national intermediate fund is actively traded, seeking after-tax total return. Our state-specific funds utilize more of a buy-and-hold approach. The national high grade fund is a balance of the two approaches.

  1. Georgia Tax-Exempt Bond
  2. High Grade Municipal Bond
  3. Investment Grade Tax-Exempt Bond
  1. Maryland Municipal Bond
  2. North Carolina Tax-Exempt Bond
  3. Virginia Intermediate Municipal Bond

Our asset allocation funds invest in select RidgeWorth Funds across asset and style classes to offer a diversified portfolio based on stated investment objectives and risk tolerances.

  1. Aggressive Growth Allocation Strategy
  2. Conservative Allocation Strategy
  1. Growth Allocation Strategy
  2. Moderate Allocation Strategy

Get instant quotes and direct access to the Ridgeworth funds you watch.

Build your own tracked funds list
Share class:
As of 12/31/11
Fund Name Category Overall 3 Years 5 Years 10 Years
Conservative Allocation Strategy Conservative Allocation4 stars
(556)
3 stars
(556)
5 stars
(459)
N/A
Core Bond Fund Intermediate-Term Bond4 stars
(1018)
2 stars
(1018)
5 stars
(873)
4 stars
(582)
High Grade Municipal Bond Muni National Interm4 stars
(210)
4 stars
(210)
4 stars
(185)
3 stars
(135)
High Income High Yield Bond4 stars
(499)
5 stars
(499)
4 stars
(430)
4 stars
(291)
Investment Grade Tax-Exempt Bond Muni National Interm4 stars
(210)
3 stars
(210)
5 stars
(185)
4 stars
(135)
Large Cap Growth Stock Large Growth4 stars
(1478)
4 stars
(1478)
4 stars
(1279)
3 stars
(804)
Large Cap Value Equity Large Value4 stars
(1127)
4 stars
(1127)
4 stars
(996)
4 stars
(571)
Maryland Municipal Bond Muni Single State Interm4 stars
(212)
4 stars
(212)
4 stars
(203)
3 stars
(171)
Mid-Cap Value Equity Mid-Cap Value4 stars
(354)
4 stars
(354)
4 stars
(307)
3 stars
(145)
Moderate Allocation Strategy Moderate Allocation4 stars
(843)
3 stars
(843)
5 stars
(736)
4 stars
(393)
Seix Floating Rate High Income Bank Loan4 stars
(130)
2 stars
(130)
5 stars
(91)
N/A
Small Cap Value Equity Small Blend4 stars
(580)
4 stars
(580)
4 stars
(485)
5 stars
(296)
Total Return Bond Intermediate-Term Bond4 stars
(1018)
3 stars
(1018)
5 stars
(873)
4 stars
(582)
U.S. Government Securities Ultra-Short Bond Ultrashort Bond4 stars
(85)
3 stars
(85)
5 stars
(80)
N/A
Ultra-Short Bond Ultrashort Bond4 stars
(85)
4 stars
(85)
4 stars
(80)
N/A
Aggressive Growth Allocation Strategy Large Blend3 stars
(1580)
3 stars
(1580)
3 stars
(1376)
4 stars
(817)
Aggressive Growth Stock Large Growth3 stars
(1478)
4 stars
(1478)
3 stars
(1279)
N/A
Corporate Bond Long-Term Bond3 stars
(47)
2 stars
(47)
3 stars
(42)
3 stars
(20)
Georgia Tax-Exempt Bond Muni Single State Interm3 stars
(212)
4 stars
(212)
3 stars
(203)
3 stars
(171)
Growth Allocation Strategy Moderate Allocation3 stars
(843)
3 stars
(843)
3 stars
(736)
3 stars
(393)
Intermediate Bond Intermediate-Term Bond3 stars
(1018)
2 stars
(1018)
4 stars
(873)
3 stars
(582)
International Equity Foreign Large Value3 stars
(327)
4 stars
(327)
3 stars
(269)
2 stars
(147)
Limited Duration Ultrashort Bond3 stars
(85)
3 stars
(85)
3 stars
(80)
N/A
Limited-Term Federal Mortgage Securities Intermediate Government3 stars
(313)
4 stars
(313)
3 stars
(293)
3 stars
(229)
North Carolina Tax-Exempt Bond Muni Single State Interm3 stars
(212)
4 stars
(212)
3 stars
(203)
N/A
Seix High Yield High Yield Bond3 stars
(499)
2 stars
(499)
3 stars
(430)
3 stars
(291)
Select Large Cap Growth Stock Large Growth3 stars
(1478)
3 stars
(1478)
4 stars
(1279)
3 stars
(804)
Short-Term Bond Short-Term Bond3 stars
(353)
3 stars
(353)
3 stars
(322)
3 stars
(179)
Small Cap Growth Stock Small Growth3 stars
(676)
3 stars
(676)
3 stars
(573)
3 stars
(368)
U.S. Government Securities Intermediate Government3 stars
(313)
2 stars
(313)
3 stars
(293)
3 stars
(229)
Virginia Intermediate Municipal Bond Muni Single State Interm3 stars
(212)
3 stars
(212)
4 stars
(203)
3 stars
(171)
Emerging Growth Stock Mid-Cap Growth2 stars
(659)
3 stars
(659)
2 stars
(596)
N/A
International Equity Index Foreign Large Blend2 stars
(737)
2 stars
(737)
2 stars
(563)
2 stars
(317)
Large Cap Core Growth Stock Large Blend2 stars
(1580)
2 stars
(1580)
2 stars
(1376)
3 stars
(817)
Short-Term U.S. Treasury Securities Short Government2 stars
(134)
2 stars
(134)
3 stars
(125)
2 stars
(106)

For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and is rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics. Morningstar Rating is for the Institutional share class only; other classes may have different performance characteristics.

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Value Equity

  1. Large Cap Value Equity
  2. Mid-Cap Value Equity
  3. Small Cap Value Equity

Growth Equity

  1. Aggressive Growth Stock
  2. Emerging Growth Stock
  3. Large Cap Core Growth Stock
  4. Large Cap Growth Stock
  5. Select Large Cap Growth Stock
  6. Small Cap Growth Stock

International Equity

  1. International Equity
  2. International Equity Index

Fixed Income (Taxable)

  1. Core Bond Fund
  2. Corporate Bond
  3. High Income
  4. Intermediate Bond
  5. Limited Duration
  6. Limited-Term Federal Mortgage Securities
  7. Seix Floating Rate High Income
  8. Seix High Yield
  9. Short-Term Bond
  10. Short-Term U.S. Treasury Securities
  11. Total Return Bond
  12. U.S. Government Securities
  13. U.S. Government Securities Ultra-Short Bond
  14. Ultra-Short Bond

Fixed Income (Tax Free)

  1. Georgia Tax-Exempt Bond
  2. High Grade Municipal Bond
  3. Investment Grade Tax-Exempt Bond
  4. Maryland Municipal Bond
  5. North Carolina Tax-Exempt Bond
  6. Virginia Intermediate Municipal Bond

Asset Allocation

  1. Aggressive Growth Allocation Strategy
  2. Conservative Allocation Strategy
  3. Growth Allocation Strategy
  4. Moderate Allocation Strategy

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