Conservative Allocation Strategy
| A | C | I | |
|---|---|---|---|
| CUSIP | 76628R359 | 76628R334 | 76628R367 |
| Ticker | SVCAX | SCCLX | SCCTX |
| Share Class Inception | 3/11/2003 | 11/6/2003 | 3/11/2003 |
| Exp Ratio | 1.47 | 2.16 | 1.17 |
| NAV | 12.10 | 12.01 | 12.10 |
| POP | 12.84 | 12.01 | 12.10 |
| NAV Change |  0.02 | 0.02 | 0.02 |
Performance inception and share class inception for this fund differs as performance inception includes the performance of other classes of the Fund and/or predecessors of the Fund.
Morningstar Ratings as of 12/31/11
I Shares received a 4-star rating for overall performance, 3 stars for 3-year performance among 556 funds and 5 stars for 5-year performance among 459 funds. For the 10-year period ending 12/31/11, the Morningstar Rating is not available.
Peer Group Categories
Morningstar: Conservative Allocation
Lipper: Mixed-Asset Target Allocation Conservative
Fund Resources
- Fact Sheet (PDF | 139 KB)
- Commentary (PDF | 109 KB)
- Statutory Prospectus (PDF | 255 KB)
- Summary Prospectus
- Annual Report (PDF | 755 KB)
- Semi-annual Report (PDF | 682 KB)
- SAI (PDF | 856 KB)
- Fund Focus (PDF | 462 KB)
Portfolio Managers
Alan M. Gayle
Senior Investment Strategist
Alan is the Senior Investment Strategist and Director of Asset Allocation. He is responsible for leading the Asset Allocation Committee and managing four RidgeWorth lifestyle mutual funds. He has over 31 years of investment experience....Read More
Alan is a member of the senior management Investment Policy Group, and is responsible for developing and communicating the investment outlook, strategy, and asset allocation. Alan has been with RidgeWorth since 1993 and with the SunTrust organization for 30 years in several investment oriented positions. During his tenure as Chief Economist he served as the Chairman of the American Bankers Association's Economic Advisory Committee. In this role he met directly with the Federal Reserve Board of Governors to discuss the economic outlook, monetary policy, and banking issues. He has also testified before Congress on economic and regulatory issues affecting the banking industry. In addition to his duties at RidgeWorth, Alan is a member of the Blue Chip Financial Forecast panel. He received his undergraduate degree from the College of William and Mary (1976) and his MA in Economics from Virginia Commonwealth University (1981). View Less
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- Fact Sheets
Fact Sheets
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Performance Comparison
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- 2011 Capital Gains Distributions (PDF 112 KB)
- RidgeWorth Funds Capital Gains Frequently Asked Questions (FAQs) (PDF 130 KB)
- Seix Floating Rate High Income Fund Fact Sheet (PDF 112 KB)
- High Income Fund Fact Sheet (PDF 97 KB)
- Total Return Bond Fund Fact Sheet (PDF 96 KB)
