RidgeWorth Funds

Share class:
As of 7/31/10
Fund Name Category Overall 3 Years 5 Years 10 Years
Conservative Allocation Strategy Conservative Allocation5 stars
(552)
5 stars
(552)
5 stars
(393)
N/A
High Income High Yield Bond5 stars
(499)
4 stars
(499)
5 stars
(428)
N/A
Investment Grade Bond Intermediate-Term Bond5 stars
(991)
5 stars
(991)
5 stars
(862)
4 stars
(520)
Investment Grade Tax-Exempt Bond Muni National Interm5 stars
(202)
5 stars
(202)
5 stars
(176)
4 stars
(118)
Limited-Term Federal Mortgage Securities Short Government5 stars
(145)
5 stars
(145)
5 stars
(139)
4 stars
(114)
Maryland Municipal Bond Muni Single State Interm5 stars
(239)
5 stars
(239)
5 stars
(232)
4 stars
(188)
Mid-Cap Value Equity Mid-Cap Value5 stars
(344)
5 stars
(344)
5 stars
(263)
N/A
Moderate Allocation Strategy Moderate Allocation5 stars
(958)
5 stars
(958)
5 stars
(800)
4 stars
(433)
Seix Floating Rate High Income Bank Loan5 stars
(101)
5 stars
(101)
N/AN/A
Small Cap Value Equity Small Blend5 stars
(561)
4 stars
(561)
5 stars
(472)
5 stars
(249)
U.S. Government Securities Ultra-Short Bond Ultrashort Bond5 stars
(81)
5 stars
(81)
5 stars
(71)
N/A
Aggressive Growth Allocation Strategy Large Blend4 stars
(1792)
4 stars
(1792)
4 stars
(1471)
4 stars
(760)
Aggressive Growth Stock Large Growth4 stars
(1511)
3 stars
(1511)
4 stars
(1283)
N/A
Growth Allocation Strategy Moderate Allocation4 stars
(958)
3 stars
(958)
4 stars
(800)
4 stars
(433)
Intermediate Bond Intermediate-Term Bond4 stars
(991)
4 stars
(991)
4 stars
(862)
3 stars
(520)
Large Cap Growth Stock Large Growth4 stars
(1511)
4 stars
(1511)
3 stars
(1283)
4 stars
(742)
Large Cap Value Equity Large Value4 stars
(1116)
4 stars
(1116)
5 stars
(944)
4 stars
(486)
North Carolina Tax-Exempt Bond Muni Single State Interm4 stars
(239)
3 stars
(239)
4 stars
(232)
N/A
Select Large Cap Growth Stock Large Growth4 stars
(1511)
4 stars
(1511)
4 stars
(1283)
3 stars
(742)
Total Return Bond Intermediate-Term Bond4 stars
(991)
5 stars
(991)
4 stars
(862)
4 stars
(520)
Ultra-Short Bond Ultrashort Bond4 stars
(81)
4 stars
(81)
4 stars
(71)
N/A
Virginia Intermediate Municipal Bond Muni Single State Interm4 stars
(239)
5 stars
(239)
4 stars
(232)
3 stars
(188)
Corporate Bond Long-Term Bond3 stars
(39)
3 stars
(39)
4 stars
(28)
N/A
Emerging Growth Stock Mid-Cap Growth3 stars
(695)
2 stars
(695)
3 stars
(606)
N/A
Georgia Tax-Exempt Bond Muni Single State Interm3 stars
(239)
3 stars
(239)
3 stars
(232)
3 stars
(188)
High Grade Municipal Bond Muni National Interm3 stars
(202)
4 stars
(202)
3 stars
(176)
3 stars
(118)
International Equity Foreign Large Blend3 stars
(651)
2 stars
(651)
2 stars
(473)
3 stars
(261)
International Equity Index Foreign Large Blend3 stars
(651)
2 stars
(651)
2 stars
(473)
3 stars
(261)
Large Cap Core Equity Large Blend3 stars
(1792)
2 stars
(1792)
3 stars
(1471)
4 stars
(760)
Large Cap Quantitative Equity Large Blend3 stars
(1792)
4 stars
(1792)
2 stars
(1471)
N/A
Limited Duration Ultrashort Bond3 stars
(81)
2 stars
(81)
3 stars
(71)
N/A
Mid-Cap Core Equity Mid-Cap Blend3 stars
(363)
3 stars
(363)
3 stars
(304)
2 stars
(161)
Seix High Yield High Yield Bond3 stars
(499)
4 stars
(499)
3 stars
(428)
N/A
Short-Term Bond Short-Term Bond3 stars
(385)
3 stars
(385)
4 stars
(325)
3 stars
(180)
Short-Term U.S. Treasury Securities Short Government3 stars
(145)
3 stars
(145)
3 stars
(139)
2 stars
(114)
Small Cap Growth Stock Small Growth3 stars
(663)
3 stars
(663)
2 stars
(548)
4 stars
(317)
U.S. Government Securities Intermediate Government3 stars
(325)
3 stars
(325)
3 stars
(306)
3 stars
(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.

  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 & Ultra-Short Bonds
  8. Asset Allocation
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