What do the boxes mean?
The style box represents the fund's investment objective and is not reflective of the historical or current holdings of the portfolio.
Aggressive Growth Stock
| A | I | |
|---|---|---|
| CUSIP | 76628R201 | 76628R102 |
| Ticker | SAGAX | SCATX |
| Share Class Inception | 2/23/2004 | 2/23/2004 |
| Exp Ratio | 1.49 | 1.19 |
| NAV | 14.62 | 14.98 |
| POP | 15.51 | 14.98 |
| NAV Change |  0.10 | 0.09 |
Subadvisor
Complementary Fund
-
Mid-Cap Value Equity
Morningstar Ratings as of 12/31/11
I Shares received a 3-star rating for overall performance, 4 stars for 3-year performance among 1,478 funds and 3 stars for 5-year performance among 1,279 funds. For the 10-year period ending 12/31/11, the Morningstar Rating is not available.
Peer Group Categories
Morningstar: Large Growth
Lipper: Multi-Cap Growth
Fund Resources
- Fact Sheet (PDF | 96 KB)
- Commentary (PDF | 81 KB)
- Strategy Highlight (PDF | 71 KB)
- Statutory Prospectus (PDF | 445 KB)
- Summary Prospectus
- Annual Report (PDF | 755 KB)
- Semi-annual Report (PDF | 682 KB)
- SAI (PDF | 856 KB)
Portfolio Managers
Nancy Zevenbergen, CFA
President and Chief Investment Officer (Zevenbergen Capital Investments LLC)
Ms. Nancy Zevenbergen, CFA, CIC, has served as President and Chief Investment Officer of ZCI since 1987 and has co-managed the Funds since their inception.
Brooke de Boutray, CFA
Managing Director, Principal, Portfolio Manager and Analyst (Zevenbergen Capital Investments LLC)
Ms. Brooke de Boutray, CFA, CIC, has co-managed the Funds since their inception. Ms. de Boutray joined ZCI in 1992 and has served as Managing Director, Portfolio Manager and Analyst since each Fund’s respective inception.
Leslie Tubbs, CFA
Managing Director, Principal, Portfolio Manager and Analyst (Zevenbergen Capital Investments LLC)
Ms. Leslie Tubbs, CFA, CIC, has co-managed the Funds since their inception. Ms. Tubbs joined ZCI in 1994 and has served as Managing Director, Portfolio Manager and Analyst since each Fund’s respective inception.
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- Daily Fund Performance
Daily Fund Performance
The most recent closing prices, yields and total returns of each RidgeWorth Fund.
- Fact Sheets
Fact Sheets
View quarterly information for each fund, including performance, Top 10 holdings, portfolio characteristics, modern portfolio theory statistics (equity only) and more.
- 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)
