RidgeWorth Funds
| Fund Name | Category | Overall | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|
| Conservative Allocation Strategy | Conservative Allocation |  (552) | (552) | (393) | N/A |
| High Income | High Yield Bond | (499) |  (499) | (428) | N/A |
| Investment Grade Bond | Intermediate-Term Bond | (991) | (991) | (862) | (520) |
| Investment Grade Tax-Exempt Bond | Muni National Interm | (202) | (202) | (176) | (118) |
| Limited-Term Federal Mortgage Securities | Short Government | (145) | (145) | (139) | (114) |
| Maryland Municipal Bond | Muni Single State Interm | (239) | (239) | (232) | (188) |
| Mid-Cap Value Equity | Mid-Cap Value | (344) | (344) | (263) | N/A |
| Moderate Allocation Strategy | Moderate Allocation | (958) | (958) | (800) | (433) |
| Seix Floating Rate High Income | Bank Loan | (101) | (101) | N/A | N/A |
| Small Cap Value Equity | Small Blend | (561) | (561) | (472) | (249) |
| U.S. Government Securities Ultra-Short Bond | Ultrashort Bond | (81) | (81) | (71) | N/A |
| Aggressive Growth Allocation Strategy | Large Blend | (1792) | (1792) | (1471) | (760) |
| Aggressive Growth Stock | Large Growth | (1511) |  (1511) | (1283) | N/A |
| Growth Allocation Strategy | Moderate Allocation | (958) | (958) | (800) | (433) |
| Intermediate Bond | Intermediate-Term Bond | (991) | (991) | (862) | (520) |
| Large Cap Growth Stock | Large Growth | (1511) | (1511) | (1283) | (742) |
| Large Cap Value Equity | Large Value | (1116) | (1116) | (944) | (486) |
| North Carolina Tax-Exempt Bond | Muni Single State Interm | (239) | (239) | (232) | N/A |
| Select Large Cap Growth Stock | Large Growth | (1511) | (1511) | (1283) | (742) |
| Total Return Bond | Intermediate-Term Bond | (991) | (991) | (862) | (520) |
| Ultra-Short Bond | Ultrashort Bond | (81) | (81) | (71) | N/A |
| Virginia Intermediate Municipal Bond | Muni Single State Interm | (239) | (239) | (232) | (188) |
| Corporate Bond | Long-Term Bond | (39) | (39) | (28) | N/A |
| Emerging Growth Stock | Mid-Cap Growth | (695) |  (695) | (606) | N/A |
| Georgia Tax-Exempt Bond | Muni Single State Interm | (239) | (239) | (232) | (188) |
| High Grade Municipal Bond | Muni National Interm | (202) | (202) | (176) | (118) |
| International Equity | Foreign Large Blend | (651) | (651) | (473) | (261) |
| International Equity Index | Foreign Large Blend | (651) | (651) | (473) | (261) |
| Large Cap Core Equity | Large Blend | (1792) | (1792) | (1471) | (760) |
| Large Cap Quantitative Equity | Large Blend | (1792) | (1792) | (1471) | N/A |
| Limited Duration | Ultrashort Bond | (81) | (81) | (71) | N/A |
| Mid-Cap Core Equity | Mid-Cap Blend | (363) | (363) | (304) | (161) |
| Seix High Yield | High Yield Bond | (499) | (499) | (428) | N/A |
| Short-Term Bond | Short-Term Bond | (385) | (385) | (325) | (180) |
| Short-Term U.S. Treasury Securities | Short Government | (145) | (145) | (139) | (114) |
| Small Cap Growth Stock | Small Growth | (663) | (663) | (548) | (317) |
| U.S. Government Securities | Intermediate Government | (325) | (325) | (306) | (227) |
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.
