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.
Large Cap Core Growth Stock
| A | C | I | |
|---|---|---|---|
| CUSIP | 76628R763 | 76628R755 | 76628R771 |
| Ticker | CFVIX | CVIBX | CRVAX |
| Share Class Inception | 5/7/1993 | 4/5/1995 | 9/26/1992 |
| Exp Ratio | 1.18 | 1.93 | 0.93 |
| NAV | 14.27 | 13.78 | 14.13 |
| POP | 15.14 | 13.78 | 14.13 |
| NAV Change |  0.03 | 0.03 | 0.03 |
Complementary Fund
-
Mid-Cap Value Equity
Morningstar Ratings as of 1/31/12
I Shares received a 2-star rating for overall performance, 2 stars for 3-year performance among 1,576 funds, 2 stars for 5-year performance among 1,385 funds and 3 stars for 10-year performance among 827 funds.
Peer Group Categories
Morningstar: Large Blend
Lipper: Large-Cap Core Growth
Fund Resources
- Fact Sheet (PDF | 108 KB)
- Commentary (PDF | 72 KB)
- Strategy Highlight (PDF | 157 KB)
- Statutory Prospectus (PDF | 445 KB)
- Summary Prospectus
- Annual Report (PDF | 755 KB)
- Semi-annual Report (PDF | 682 KB)
- SAI (PDF | 856 KB)
Large Cap Core Growth Strategy
The strategy seeks to provide capital appreciation by investing primarily in U.S. common stocks and other equity securities that the subadviser believes have a reasonable valuation, strong business fundamentals, such as revenue growth, cash flows, earning trends and a sound balance sheet.
What are the principles that have enabled the strategy to be successful?
Positive fundamental momentum — our team focuses on stocks that have positive fundamental trends, including earnings and revenue growth, improving cash flows and margins, and increasing return on invested capital.
Reasonable valuation — We seek companies that are reasonably valued using multiple valuation factors such as Price-to-Earnings Ratio, Price-to-Book Ratio, Price-to-Sales Ratio relative to peers, growth and business fundamentals.
Team-based management — the lead portfolio managers are supported by a team of sector portfolio managers with in-depth experience in their respective sectors who help oversee all elements of managing the portfolio.
Click here for disclosures and more information on investment risks.
- Shareholder Access
Shareholder Access
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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)
