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)
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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- Daily Fund Performance
Daily Fund Performance
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- Fact Sheets
Fact Sheets
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- Performance Comparison
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)
