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Investment Professional Use Only

  1. Boutiques
  2. Funds
  3. My Watched Funds
  4. Morningstar Ratings

Alternative Equity
Hartford, CT

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Value Equity
Orlando, FL

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International and Quantitative Equity
Atlanta, GA

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Core Equity
Richmond, VA

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Investment Grade and High Yield
Upper Saddle River, NJ

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Growth Equity
Atlanta, GA

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Short Duration and Tax-Exempt
Atlanta, GA

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Aggressive Growth Equity
Seattle, WA

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  1. Value Equity
  2. Core Equity
  3. Growth Equity
  4. International & Alternative Equity
  5. Fixed Income (Taxable)
  6. Fixed Income (Tax Free)
  7. Money Market
  8. Asset Allocation

Our funds invest in undervalued, dividend-paying stocks with positive catalysts that managers believe will help lead to stock price appreciation.

  1. Large Cap Value Equity
  2. Mid-Cap Value Equity
  1. Small Cap Value Equity

Our funds invest in stocks that have attractive valuations, favorable risk-reward characteristics that are unrecognized by the market and catalysts for improvement over a 12- to 18-month time horizon.

  1. Large Cap Core Equity
  1. Mid-Cap Core Equity

We offer two growth strategies. One invests in stocks that have strong positive fundamental momentum and exhibit robust growth characteristics. The other takes a “high alpha, high beta” approach to create aggressive portfolios.

  1. Aggressive Growth Stock
  2. Emerging Growth Stock
  3. Large Cap Growth Stock
  1. Select Large Cap Growth Stock
  2. Small Cap Growth Stock

Our international funds provide investors with exposure to the global economy. We offer an active and an index strategy. Our alternative funds establish long and short positions using an active strategy the portfolio managers believe yields the best combination of alpha, transaction costs and risk.

  1. International Equity
  2. International Equity 130/30
  3. International Equity Index
  1. Large Cap Quantitative Equity
  2. Real Estate 130/30
  3. U.S. Equity 130/30

Out three taxable fixed income disciplines offer a variety of portfolio strategies that invest across the entire credit quality and capital structure spectrum. We offer investment grade strategies, high yield strategies and short duration strategies.

  1. Corporate Bond
  2. High Income
  3. Intermediate Bond
  4. Investment Grade Bond
  5. Limited Duration
  6. Limited-Term Federal Mortgage Securities
  7. Seix Floating Rate High Income
  1. Seix Global Strategy
  2. Seix High Yield
  3. Short-Term Bond
  4. Short-Term U.S. Treasury Securities
  5. Total Return Bond
  6. U.S. Government Securities
  7. U.S. Government Securities Ultra-Short Bond
  8. Ultra-Short Bond

Our tax-free funds invest in high quality municipal bonds and seek to produce a high level of after-tax total return or tax-free income. Our national intermediate fund is actively traded, seeking after-tax total return. Our state-specific funds utilize more of a buy-and-hold approach. The national high grade fund is a balance of the two approaches.

  1. Georgia Tax-Exempt Bond
  2. High Grade Municipal Bond
  3. Investment Grade Tax-Exempt Bond
  1. Maryland Municipal Bond
  2. North Carolina Tax-Exempt Bond
  3. Virginia Intermediate Municipal Bond

Our asset allocation funds invest in select RidgeWorth Funds across asset and style classes to offer a diversified portfolio based on stated investment objectives and risk tolerances.

  1. Aggressive Growth Allocation Strategy
  2. Conservative Allocation Strategy
  1. Growth Allocation Strategy
  2. Moderate Allocation Strategy

Get instant quotes and direct access to the Ridgeworth funds you watch.

Build your own tracked funds list
Share class:
As of 5/31/10
Fund Name Category Overall 3 Years 5 Years 10 Years
Conservative Allocation Strategy Conservative Allocation5 stars
(555)
5 stars
(555)
5 stars
(391)
N/A
High Income High Yield Bond5 stars
(500)
4 stars
(500)
5 stars
(427)
N/A
Investment Grade Bond Intermediate-Term Bond5 stars
(1000)
5 stars
(1000)
5 stars
(878)
4 stars
(510)
Investment Grade Tax-Exempt Bond Muni National Interm5 stars
(208)
5 stars
(208)
5 stars
(185)
4 stars
(120)
Limited-Term Federal Mortgage Securities Short Government5 stars
(158)
5 stars
(158)
5 stars
(152)
4 stars
(120)
Mid-Cap Value Equity Mid-Cap Value5 stars
(339)
5 stars
(339)
5 stars
(258)
N/A
Moderate Allocation Strategy Moderate Allocation5 stars
(958)
5 stars
(958)
5 stars
(801)
4 stars
(433)
Seix Floating Rate High Income Bank Loan5 stars
(96)
5 stars
(96)
N/AN/A
Small Cap Value Equity Small Blend5 stars
(569)
4 stars
(569)
5 stars
(477)
5 stars
(252)
Total Return Bond Intermediate-Term Bond5 stars
(1000)
5 stars
(1000)
5 stars
(878)
4 stars
(510)
U.S. Government Securities Ultra-Short Bond Ultrashort Bond5 stars
(86)
5 stars
(86)
5 stars
(77)
N/A
Aggressive Growth Allocation Strategy Large Blend4 stars
(1820)
4 stars
(1820)
4 stars
(1462)
4 stars
(772)
Aggressive Growth Stock Large Growth4 stars
(1553)
3 stars
(1553)
4 stars
(1301)
N/A
Growth Allocation Strategy Moderate Allocation4 stars
(958)
3 stars
(958)
4 stars
(801)
4 stars
(433)
Intermediate Bond Intermediate-Term Bond4 stars
(1000)
5 stars
(1000)
5 stars
(878)
3 stars
(510)
Large Cap Growth Stock Large Growth4 stars
(1553)
4 stars
(1553)
3 stars
(1301)
4 stars
(727)
Large Cap Value Equity Large Value4 stars
(1142)
4 stars
(1142)
5 stars
(956)
4 stars
(487)
Maryland Municipal Bond Muni Single State Interm4 stars
(236)
5 stars
(236)
5 stars
(229)
3 stars
(186)
North Carolina Tax-Exempt Bond Muni Single State Interm4 stars
(236)
3 stars
(236)
4 stars
(229)
N/A
Select Large Cap Growth Stock Large Growth4 stars
(1553)
5 stars
(1553)
4 stars
(1301)
3 stars
(727)
Ultra-Short Bond Ultrashort Bond4 stars
(86)
4 stars
(86)
4 stars
(77)
N/A
Virginia Intermediate Municipal Bond Muni Single State Interm4 stars
(236)
5 stars
(236)
4 stars
(229)
3 stars
(186)
Corporate Bond Long-Term Bond3 stars
(39)
3 stars
(39)
4 stars
(28)
N/A
Emerging Growth Stock Mid-Cap Growth3 stars
(693)
3 stars
(693)
3 stars
(604)
N/A
Georgia Tax-Exempt Bond Muni Single State Interm3 stars
(236)
3 stars
(236)
3 stars
(229)
3 stars
(186)
High Grade Municipal Bond Muni National Interm3 stars
(208)
4 stars
(208)
3 stars
(185)
3 stars
(120)
International Equity Foreign Large Blend3 stars
(654)
2 stars
(654)
2 stars
(470)
3 stars
(257)
International Equity Index Foreign Large Blend3 stars
(654)
2 stars
(654)
2 stars
(470)
3 stars
(257)
Large Cap Core Equity Large Blend3 stars
(1820)
2 stars
(1820)
3 stars
(1462)
4 stars
(772)
Large Cap Quantitative Equity Large Blend3 stars
(1820)
4 stars
(1820)
3 stars
(1462)
N/A
Limited Duration Ultrashort Bond3 stars
(86)
3 stars
(86)
3 stars
(77)
N/A
Seix High Yield High Yield Bond3 stars
(500)
3 stars
(500)
3 stars
(427)
N/A
Short-Term Bond Short-Term Bond3 stars
(399)
3 stars
(399)
4 stars
(336)
3 stars
(180)
Short-Term U.S. Treasury Securities Short Government3 stars
(158)
3 stars
(158)
3 stars
(152)
2 stars
(120)
Small Cap Growth Stock Small Growth3 stars
(668)
3 stars
(668)
2 stars
(549)
4 stars
(318)
U.S. Government Securities Intermediate Government3 stars
(330)
3 stars
(330)
3 stars
(310)
3 stars
(230)
Mid-Cap Core Equity Mid-Cap Blend2 stars
(368)
3 stars
(368)
3 stars
(309)
1 stars
(161)

Funds that do not yet have a Morningstar rating: International Equity 130/30, Prime Quality Money Market, Tax-Exempt Money Market, U.S. Government Securities Money Market, U.S. Treasury Money Market, Virginia Tax-Free Money Market, Real Estate 130/30, U.S. Equity 130/30, Seix Global Strategy .

For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and is rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics. Morningstar Rating is for the Institutional share class only; other classes may have different performance characteristics.

RidgeWorth Accolades

Lipper Awards

"Best Small Company – Overall” and
“Best Small Company – Mixed Assets"

Retirement Thought of the Week

Recent News & Commentary

RSS feeds

Value Equity

  1. Large Cap Value Equity
  2. Mid-Cap Value Equity
  3. Small Cap Value Equity

Core Equity

  1. Large Cap Core Equity
  2. Mid-Cap Core Equity

Growth Equity

  1. Aggressive Growth Stock
  2. Emerging Growth Stock
  3. Large Cap Growth Stock
  4. Select Large Cap Growth Stock
  5. Small Cap Growth Stock

International & Alternative Equity

  1. International Equity
  2. International Equity 130/30
  3. International Equity Index
  4. Large Cap Quantitative Equity
  5. Real Estate 130/30
  6. U.S. Equity 130/30

Fixed Income (Taxable)

  1. Corporate Bond
  2. High Income
  3. Intermediate Bond
  4. Investment Grade Bond
  5. Limited Duration
  6. Limited-Term Federal Mortgage Securities
  7. Seix Floating Rate High Income
  8. Seix Global Strategy
  9. Seix High Yield
  10. Short-Term Bond
  11. Short-Term U.S. Treasury Securities
  12. Total Return Bond
  13. U.S. Government Securities
  14. U.S. Government Securities Ultra-Short Bond
  15. Ultra-Short Bond

Fixed Income (Tax Free)

  1. Georgia Tax-Exempt Bond
  2. High Grade Municipal Bond
  3. Investment Grade Tax-Exempt Bond
  4. Maryland Municipal Bond
  5. North Carolina Tax-Exempt Bond
  6. Virginia Intermediate Municipal Bond

Asset Allocation

  1. Aggressive Growth Allocation Strategy
  2. Conservative Allocation Strategy
  3. Growth Allocation Strategy
  4. Moderate Allocation Strategy

Money Market

  1. Institutional Cash Management Money Market
  2. Institutional Municipal Cash Reserve Money Market
  3. Institutional U.S. Government Securities Money Market
  4. Institutional U.S. Treasury Securities Money Market
  5. Prime Quality Money Market
  6. Tax-Exempt Money Market
  7. U.S. Government Securities Money Market
  8. U.S. Treasury Money Market
  9. Virginia Tax-Free Money Market

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