Moderate Allocation Strategy
| A | C | I | |
|---|---|---|---|
| CUSIP | 76628R268 | 76628R243 | 76628R276 |
| Ticker | SVMAX | SVGLX | CLVBX |
| Share Class Inception | 12/31/1992 | 12/31/1992 | 12/31/1992 |
| Exp Ratio | 1.12 | 1.82 | 0.82 |
| NAV | 9.64 | 9.58 | 9.66 |
| POP | 10.23 | 9.58 | 9.66 |
| NAV Change |  0.02 | 0.02 | 0.02 |
Morningstar Ratings as of 5/31/10
I Shares received a 5-star rating for overall performance, 5 stars for 3-year performance among 958 funds, 5 stars for 5-year performance among 801 funds and 5 stars for 10-year performance among 433 funds.
Peer Group Categories
Morningstar: Moderate Allocation
Lipper: Multi-Cap Core Funds
Fund Resources
- Fact Sheet (PDF | 394 KB)
- Commentary (PDF | 269 KB)
- Prospectus (PDF | 525 KB)
- Annual Report (PDF | 1 MB)
- Semi-annual Report (PDF | 705 KB)
- SAI (PDF | 822 KB)
Portfolio Managers
Alan M. Gayle
Senior Investment Strategist
Alan is the Senior Investment Strategist and Director of Asset Allocation. He is responsible for leading the Asset Allocation Committee, managing seven RidgeWorth Life Vision lifestyle and target maturity mutual funds and supports IronOak’s Core Equity process. He has over 31 years of investment experience....Read More
Alan is a member of the senior management Investment Policy Group, and is responsible for developing and communicating the investment outlook, strategy, and asset allocation. Alan has been with the RidgeWorth since 1993 and with the SunTrust organization for 30 years in several investment oriented positions. During his tenure as Chief Economist he served as the Chairman of the American Bankers Association’s Economic Advisory Committee. In this role he met directly with the Federal Reserve Board of Governors to discuss the economic outlook, monetary policy, and banking issues. He has also testified before Congress on economic and regulatory issues affecting the banking industry. In addition to his duties at RidgeWorth, Alan is a member of the Blue Chip Financial Forecast panel. He received his undergraduate degree from the College of William and Mary (1976) and his MA in Economics from Virginia Commonwealth University (1981).
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