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RidgeWorth International Equity Fund Class Institutional – STITX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
9.760.10 (+1.04%)9.42 - 11.740.0

Market data as of 6:05PM 10/02/15. Quotes are delayed by at least 15 min.

Overview - STITX

The investment seeks to provide long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks and other equity securities of foreign companies. These foreign companies may be located in emerging markets. Although the fund may invest in any size companies, it will generally invest in large capitalization established multinational companies.

Growth of $10,000 (10 Years)

Total Return6.52%
Yield (Trailing 12 Mo.)2.73%
Expense Ratio1.39%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure0 Years
Fund Inception01/31/1995

Trailing Total Returns - STITX

as of 08/31/2015
TimeframeSTITXS&P 500Foreign Large Value
1 Month-6.54%-6.03%-6.77%
3 Month-9.27%-5.92%-8.89%
1 Year-7.00%0.48%-10.06%
3 Year7.69%14.31%6.96%
5 Year6.89%15.87%5.88%
10 Year3.41%7.15%2.84%
Since Inception6.52%10.45%--

Sector Allocation - STITX

as of 08/31/2015
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - STITX

as of 08/31/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$22.30M
Total Stock Holdings64
Total Bond Holdings0

Top Ten Holdings - STITX

as of 08/31/2015
CompanyYTD Return% of Assets
Roche Holding AG Dividend Right Cert.--3.20%
British American Tobacco PLC--3.19%
Anheuser-Busch Inbev SA--3.03%
BT Group PLC--3.01%
Koninklijke Ahold NV--2.86%
Fresenius SE & Co KGaA--2.70%
AstraZeneca PLC--2.48%
Ageas NV--2.48%
AXA SA--2.39%

Valuation & Growth - STITX

as of 08/31/2015
ValuationSTITXCategory Range
Price/Cash Flow8.26
Dividend Yield3.05
LT Earnings10.07
Historical Earnings11.7
Sales Growth2.39
Cash-Flow Growth3.47
Book-Value Growth7.87
Key:  Lo 

Morningstar Summary - STITX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Key:  Lo 

Tax Analysis - STITX, 3 Year Avg

Pretax Return7.69%
Tax-adjusted Return4.65%
Tax Cost Ratio2.82%
Potential Cap Gains4.43%

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