RidgeWorth Funds

Share class:
As of 12/31/09
Fund Name Category Overall 3 Years 5 Years 10 Years
Conservative Allocation Strategy Conservative Allocation5 stars
(522)
5 stars
(522)
5 stars
(343)
N/A
High Income High Yield Bond5 stars
(475)
4 stars
(475)
5 stars
(411)
N/A
Maryland Municipal Bond Muni Single State Interm5 stars
(245)
5 stars
(245)
5 stars
(234)
4 stars
(192)
Mid-Cap Value Equity Mid-Cap Value5 stars
(356)
4 stars
(356)
5 stars
(250)
N/A
Moderate Allocation Strategy Moderate Allocation5 stars
(953)
5 stars
(953)
5 stars
(786)
4 stars
(441)
Seix Floating Rate High Income Bank Loan5 stars
(92)
5 stars
(92)
N/AN/A
U.S. Government Securities Ultra-Short Bond Ultrashort Bond5 stars
(89)
5 stars
(89)
5 stars
(80)
N/A
Aggressive Growth Allocation Strategy Large Blend4 stars
(1757)
4 stars
(1757)
4 stars
(1376)
4 stars
(710)
Corporate Bond Long-Term Bond4 stars
(44)
4 stars
(44)
3 stars
(32)
N/A
Growth Allocation Strategy Moderate Allocation4 stars
(953)
4 stars
(953)
4 stars
(786)
4 stars
(441)
Intermediate Bond Intermediate-Term Bond4 stars
(978)
5 stars
(978)
4 stars
(866)
3 stars
(496)
Investment Grade Bond Intermediate-Term Bond4 stars
(978)
5 stars
(978)
5 stars
(866)
3 stars
(496)
Investment Grade Tax-Exempt Bond Muni National Interm4 stars
(219)
5 stars
(219)
4 stars
(198)
4 stars
(128)
Large Cap Value Equity Large Value4 stars
(1104)
4 stars
(1104)
4 stars
(912)
4 stars
(459)
Limited-Term Federal Mortgage Securities Short Government4 stars
(150)
4 stars
(150)
5 stars
(144)
4 stars
(111)
Select Large Cap Growth Stock Large Growth4 stars
(1548)
4 stars
(1548)
4 stars
(1276)
3 stars
(698)
Small Cap Growth Stock Small Growth4 stars
(669)
3 stars
(669)
3 stars
(563)
4 stars
(317)
Small Cap Value Equity Small Blend4 stars
(566)
4 stars
(566)
4 stars
(467)
5 stars
(243)
Total Return Bond Intermediate-Term Bond4 stars
(978)
5 stars
(978)
4 stars
(866)
4 stars
(496)
Ultra-Short Bond Ultrashort Bond4 stars
(89)
4 stars
(89)
4 stars
(80)
N/A
Virginia Intermediate Municipal Bond Muni Single State Interm4 stars
(245)
5 stars
(245)
5 stars
(234)
3 stars
(192)
Aggressive Growth Stock Large Growth3 stars
(1548)
4 stars
(1548)
3 stars
(1276)
N/A
Emerging Growth Stock Mid-Cap Growth3 stars
(727)
2 stars
(727)
3 stars
(631)
N/A
Georgia Tax-Exempt Bond Muni Single State Interm3 stars
(245)
3 stars
(245)
3 stars
(234)
3 stars
(192)
High Grade Municipal Bond Muni National Interm3 stars
(219)
3 stars
(219)
3 stars
(198)
3 stars
(128)
International Equity Foreign Large Blend3 stars
(635)
2 stars
(635)
2 stars
(462)
3 stars
(249)
International Equity Index Foreign Large Blend3 stars
(635)
3 stars
(635)
3 stars
(462)
3 stars
(249)
Large Cap Core Equity Large Blend3 stars
(1757)
3 stars
(1757)
3 stars
(1376)
4 stars
(710)
Large Cap Growth Stock Large Growth3 stars
(1548)
3 stars
(1548)
3 stars
(1276)
4 stars
(698)
Limited Duration Ultrashort Bond3 stars
(89)
3 stars
(89)
3 stars
(80)
N/A
Mid-Cap Core Equity Mid-Cap Blend3 stars
(369)
3 stars
(369)
3 stars
(303)
2 stars
(152)
North Carolina Tax-Exempt Bond Muni Single State Interm3 stars
(245)
3 stars
(245)
N/AN/A
Seix High Yield High Yield Bond3 stars
(475)
3 stars
(475)
3 stars
(411)
N/A
Short-Term Bond Short-Term Bond3 stars
(384)
3 stars
(384)
4 stars
(318)
3 stars
(168)
Short-Term U.S. Treasury Securities Short Government3 stars
(150)
3 stars
(150)
3 stars
(144)
2 stars
(111)
U.S. Government Securities Intermediate Government3 stars
(345)
3 stars
(345)
3 stars
(318)
3 stars
(234)
Large Cap Quantitative Equity Large Blend2 stars
(1757)
3 stars
(1757)
2 stars
(1376)
N/A

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

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.

  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
RSS feeds

Designed and created by DDM Marketing & Communications.