ridgeworth wins 2010 lipper awards for small company "overall" and...

2
 FOR IMMEDIATE RELEASE March 25, 2010 CONTACTS: RidgeWorth Investments David Craig, 404-813-9124 RidgeWorth wins Small Company “Overall” and “Mixed Assets” Awards from Lipper  ATLANTA  RidgeWorth Investments announced today that it received two of the four “group awards” given to Small Companies at the 2010 Lipper Fund Awards ceremony held in New York on Wednesday, March 24. Lipper awarded RidgeWort h the Small Company “Overall” and “Mixed-Asset” Awards for the highest consistent return among qualifying small companies over the three-year period ending 12/31/2009 1 . “It is a great honor to be recognized for these awards by such a highly -regarded organization as Lipper,” said Ashi Parikh, President & CIO  of RidgeWorth Investments. “Our sole focus at RidgeWorth is to create a culture that fosters investment excellence. Our ability to develop that culture across many asset management boutiques is a tribute to our investment talent and to all of our employees at RidgeWorth. Our winning both the  “Mixed-Asset”  award and the “Overall”  award provides validation that we are doing what is right for our clients.  As of 12/31/09,  more than 70% of RidgeWorth’s fixed-income, equity and asset allocation funds beat their peer group medians for the 3-, 5- and 10-year periods 2 .  For the 3- and 5-year periods, more than 50% finished in the first quartile of their respective peer groups. For more information about RidgeWorth Investments and the RidgeWorth Funds, visit www.ridgeworth.com. 1 Lipper Small Company Group Awards are given in four categories  Overall, Equity, Fixed Income and Mixed Asset. To qualify, a fund family must have at least three equity, three fixed income and three mixed-asset funds. Small companies consisted of those fund families with assets under management of less than $34.5 billion. For more information on the Lipper methodology, visit  www.lipperweb.com. 2 For the period ending 12/31/09, 17/41, 29/37, 26/36 and 18/24 beat their peer group medians for the 1-, 3-, 5- and 10-year periods, respectively. Of those that beat their pe er group medians, 7, 20, 19 and 11 finished in the first quartile. About RidgeWorth Investments RidgeWorth Investments serves as a holding company that owns interests in eight investment boutiques with approximately $63 billion of assets under management as of December 31, 2009. 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 adviser to the RidgeWorth Funds mutual fund family. RidgeWorth

Upload: ridgeworth-investments

Post on 30-May-2018

214 views

Category:

Documents


0 download

TRANSCRIPT

8/9/2019 RidgeWorth wins 2010 Lipper Awards for Small Company "Overall" and "Mixed-Assets"

http://slidepdf.com/reader/full/ridgeworth-wins-2010-lipper-awards-for-small-company-overall-and-mixed-assets 1/2

 

FOR IMMEDIATE RELEASEMarch 25, 2010

CONTACTS:RidgeWorth Investments David Craig, 404-813-9124

RidgeWorth wins Small Company “Overall” and “Mixed Assets” Awards from Lipper  

ATLANTA – RidgeWorth Investments announced today that it received two of the four “groupawards” given to Small Companies at the 2010 Lipper Fund Awards ceremony held in New Yorkon Wednesday, March 24. Lipper awarded RidgeWorth the Small Company “Overall” and“Mixed-Asset” Awards for the highest consistent return among qualifying small companies over the three-year period ending 12/31/20091.

“It is a great honor to be recognized for these awards by such a highly -regarded organization asLipper,” said Ashi Parikh, President & CIO of RidgeWorth Investments. “Our sole focus atRidgeWorth is to create a culture that fosters investment excellence. Our ability to develop thatculture across many asset management boutiques is a tribute to our investment talent and to allof our employees at RidgeWorth. Our winning both the “Mixed-Asset” award and the “Overall” award provides validation that we are doing what is right for our clients. ” 

As of 12/31/09, more than 70% of RidgeWorth’s fixed-income, equity and asset allocation fundsbeat their peer group medians for the 3-, 5- and 10-year periods2. For the 3- and 5-year periods,more than 50% finished in the first quartile of their respective peer groups.

For more information about RidgeWorth Investments and the RidgeWorth Funds, visitwww.ridgeworth.com. 

1Lipper Small Company Group Awards are given in four categories – Overall, Equity, Fixed Income and

Mixed Asset. To qualify, a fund family must have at least three equity, three fixed income and threemixed-asset funds. Small companies consisted of those fund families with assets under management ofless than $34.5 billion. For more information on the Lipper methodology, visit www.lipperweb.com. 2For the period ending 12/31/09, 17/41, 29/37, 26/36 and 18/24 beat their peer group medians for the 1-,

3-, 5- and 10-year periods, respectively. Of those that beat their peer group medians, 7, 20, 19 and 11finished in the first quartile.

About RidgeWorth InvestmentsRidgeWorth Investments serves as a holding company that owns interests in eight investmentboutiques with approximately $63 billion of assets under management as of December 31,2009. RidgeWorth’s investment boutiques manage a wide variety of investment disciplinesacross the fixed income, equity, and liquidity management asset classes. Our boutiques provideinvestment 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, RidgeWorthserves as the investment adviser to the RidgeWorth Funds mutual fund family. RidgeWorth

8/9/2019 RidgeWorth wins 2010 Lipper Awards for Small Company "Overall" and "Mixed-Assets"

http://slidepdf.com/reader/full/ridgeworth-wins-2010-lipper-awards-for-small-company-overall-and-mixed-assets 2/2

 

Investments is a trade name for RidgeWorth Capital Management, Inc., an investment adviserregistered with the SEC headquartered in Atlanta. For more information about RidgeWorth, visitwww.ridgeworth.com.

The Lipper ranking is as of 12/31/09, based on total return and does not reflect a sales charge. Rankingsare for the I Share class only. Past performance does not guarantee future results. Or most recentmonth end returns, visit www.ridgeworth.com.

An investor should consider the fund’s investment objectives, risks, and charges and expensescarefully before investing or sending money. This and other important information about theRidgeWorth Funds can be found in the fund’s prospectus. To obtain a prospectus, please call 888- 784-3863 or visit www.ridgeworth.com. Please read the prospectus carefully before investing. Mutual fund investing involves risk, including possible loss of principal.

 ®2010 RidgeWorth Funds. RidgeWorth Funds are distributed by RidgeWorth Distributors LLC.RidgeWorth Investments is the trade name for RidgeWorth Capital Management, Inc., the adviser to theRidgeWorth Funds, and is not affiliated with the distributor.

NOT FDIC INSURED  NO BANK GUARANTEE  MAY LOSE VALUE