SMVTX (RidgeWorth:MC Val Eq;I)
Net Asset Value: 10.87 1-Day Return: 0.02 (0.18%) YTD Return as of 2/9/12:Up 10.69%

Classification: Multi-Cap Value   Objective: Mid-Cap   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

NAV Chart | Growth of $10,000
Fund Chart
Find a Broker »

Total Returns (As of 2/09/2012)

More
 YTD1Yr3Yr5Yr10Yr
Fund 10.69 -2.81 23.86 4.79 8.24
Classification 9.12 0.47 18.77 -0.84 5.70
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)258511217

Fund Stats

More
Investment Objective:Mid-Cap
Net Assets ($Mil)1,581.90
Inception Date:11/30/01
Manager Name, TenureDon Wordell, 2001
Expense Ratio: 1.04%
Sales Charge:
Load Type:
  
Institutional Load
0.00%
0.00%

Top 10 Holdings (As of 11/30/11)

More
Company NameSymbol% Net Assets
Lazard Ltd Ord LAZ 3.11
Ashland Inc Ord ASH 2.68
Pg&e Corp Ord PCG 2.48
Centurylink Inc Ord CTL 2.36
Qep Resources Inc Ord QEP 2.35
Tidewater Inc Ord TDW 2.26
Cigna Corp Ord CI 2.15
Conagra Foods Inc Ord CAG 2.09
Mb Financial Inc Ord MBFI 2.02
Fifth Third Bancorp Ord FITB 2.01
% of Total Holdings 23.51

Stories & Blogs: Around the Web

2/3/2012  Don’t write bank stocks a big check (MarketWatch.com)

View Overview for:

tools

Stock Screener

Portfolio Tracker

See More Tools
From the Magazine
Read More Read More Read More Read More

Also