Moderate Allocation Strategy
| A | C | I | |
|---|---|---|---|
| CUSIP | 76628R268 | 76628R243 | 76628R276 |
| Ticker | SVMAX | SVGLX | CLVBX |
| Share Class Inception | 12/31/1992 | 12/31/1992 | 12/31/1992 |
| Exp Ratio | 1.28 | 1.98 | 0.98 |
| NAV | 10.49 | 10.43 | 10.51 |
| POP | 11.13 | 10.43 | 10.51 |
| NAV Change |  0.02 | 0.03 | 0.02 |
Morningstar Ratings as of 12/31/11
I Shares received a 4-star rating for overall performance, 3 stars for 3-year performance among 843 funds, 5 stars for 5-year performance among 736 funds and 4 stars for 10-year performance among 393 funds.
Peer Group Categories
Morningstar: Moderate Allocation
Lipper: Mixed-Asset Target Allocation Moderate
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)
Moderate Allocation Strategy
The Fund seeks both capital appreciation and current income.
Suitability
This Fund may be appropriate for investors with a time horizon of at least 5 years until retirement. This Fund should offer investors a balanced level of income and capital appreciation, while subjecting them to a lower level of principal risk.
As of July 19, 2010, all remaining outstanding B Share assets were converted to A Shares. The B Shares of the Allocation Strategy Funds have been closed to new investors since August 1, 2005.
Click here for disclosures and more information on investment risks.
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Shareholder Access
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- Daily Fund Performance
Daily Fund Performance
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- Fact Sheets
Fact Sheets
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- Performance Comparison
Performance Comparison
View a fund's performance relative to benchmarks and Morningstar and Lipper peer groups.
- 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)
