Mid-caps historically have done very well coming out of market bottoms.
Atlanta, GA (PRWEB) October 12, 2010
RidgeWorth Investments announced it has launched a mid-cap comparison tool to show investors the advantages of mid-cap investing, which is important because many investors don’t have specific allocations to mid-cap mutual funds.
The tool makes it easy for investors to compare mid-cap stocks to small-, smid- and large-cap stocks for any time period up to 30-years and see for themselves the potential value that mid-cap funds could have added to a portfolio.
“Mid-caps historically have done very well coming out of market bottoms,” said Don Wordell, portfolio manager of the RidgeWorth Mid-Cap Value Equity Fund. “Right now is a great time to consider mid-cap mutual funds, and this tool may help investors see that.”
The new mid-cap comparison tool will let investors:
- Compare mid-cap to small-, smid- and large-cap
- View mid-cap performance at or near important market events
- Customize the timeline and zoom in for more specific data
Mid-cap investments are often ignored in basic asset-allocation models despite their history of long-term performance and consistency. By making this mid-cap comparison tool publicly available, RidgeWorth hopes to see more investors take advantage of mid-cap mutual funds.
About RidgeWorth Investments
RidgeWorth Investments serves as a holding company that owns interests in eight investment boutiques with approximately $61.5 billion of assets under management as of June 30, 2010*. RidgeWorth's investment boutiques manage a wide variety of investment disciplines across the fixed income, equity, and liquidity management asset classes. Our boutiques provide investment management services to a growing client base that includes endowments, foundations, corporations, healthcare organizations, municipalities, public funds, associations, insurance companies, labor unions and high net worth individuals. In addition, RidgeWorth serves as the investment advisor to the RidgeWorth Funds mutual fund family. RidgeWorth Investments is a trade name for RidgeWorth Capital Management, Inc., an investment advisor registered with the SEC headquartered in Atlanta. For more information about RidgeWorth, visit http://www.ridgeworth.com.
Equity securities (stocks) are more volatile and carry more risk than other forms of investments, including investments in high grade fixed income securities. The net asset value per share of this Fund will fluctuate as the value of the securities in the portfolio changes.
Mid capitalization funds typically carry additional risks since smaller companies generally have a higher risk of failure.
Small capitalization funds typically carry additional risks since smaller companies generally have a risk of failure.
Indexes are unmanaged and investors cannot invest directly in an index.
Large Cap – Russell 1000 Index measures the performance of the large cap segment of the U.S. equity universe, representing approximately 92% of the U.S. market.
Small Cap – Russell 2000 Index measures the performance of the small cap segment of the U.S. equity universe, representing approximately 8% of the total market capitalization of that index.
Smid Cap – Russell 2500 Index measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as “smid” cap. It represents approximately 2500 of the smallest securities.
An investor should consider the fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the RidgeWorth Funds can be found in the fund's prospectus. To obtain a prospectus, please call 888-784-3863 or visit http://www.ridgeworth.com. Please read the prospectus carefully before investing.
*In July 2010 RidgeWorth announced a strategic decision to no longer manage money market funds. By year-end, approximately $17 billion in money market mutual fund assets currently managed by the StableRiver boutique will transition to the money market funds of another asset management firm.
©2010 RidgeWorth Investments. RidgeWorth Investments is the trade name for RidgeWorth Capital Management, Inc., an investment advisor registered with the SEC and the advisor to the RidgeWorth Funds. RidgeWorth Funds are distributed by RidgeWorth Distributors LLC, which is not affiliated with the advisor.
-- NOT FDIC INSURED -- NO BANK GUARANTEE -- MAY LOSE VALUE