Small Cap Value Equity
Post on: 16 Март, 2015 No Comment
![Small Cap Value Equity Small Cap Value Equity](/wp-content/uploads/2015/3/small-cap-value-equity_1.jpg)
The RidgeWorth Small Cap Value Equity Fund seeks to provide capital appreciation and current income by investing primarily in small capitalization companies that pay regular income dividends and are undervalued in the opinion of the subadviser.
Fund Basics as of 3/12/15
Morningstar Rating™
as of 2/28/15
I Shares received a 3-star rating for overall performance, 2 stars for 3-year performance among 623 funds and 3 stars for 5-year performance among 566 funds and 4 stars for 10-year performance among 365 funds.
Fund Information
Effective April 20, 2012, the Small Cap Value Equity Fund is closed to new investors.
What are the principles that have enabled the strategy to be successful?
Dividend orientation — dividends are a good indicator of management’s confidence in the earnings potential of the company. Dividends also provide an important source of total return and lower overall volatility. Ceredex only invests in companies that pay a dividend.
Valuation approach — analyze valuation relative to peers, the industry, the market, and the company’s own historical valuation. Key in on those companies that are in the lower third of their own historical valuations.
Fundamentals — seek stabilizing fundamentals and fundamental catalysts that could drive meaningful price appreciation in the next 18 to 36 months. Typical fundamentals include management changes, restructurings, or new product introductions.
Past performance is not indicative of future results. Performance data quoted represents past performance and current returns may be lower or higher. Total return figures include change in share price, reinvestment of dividends and capital gains. The investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. For performance data current to the most recent month end, visit our website at www.ridgeworth.com .
Investment performance may reflect voluntary fee waivers which may be discontinued at any time. Without these fee waivers performance would have been lower. For information regarding historical prices, please call 1-888-784-3863.
Equity securities (stocks) may be more volatile and carry more risk than other forms of investments, including investments in high grade fixed income securities. Value-based investments are subject to the risk that the broad market may not recognize their intrinsic value. Small capitalization funds typically carry additional risks since smaller companies generally have a higher risk of failure. The net asset value (NAV) per share of a fund will fluctuate as the value of the securities in the portfolio changes. Read our description of share classes and share values [NAV and POP].