RidgeWorth Offers that an Allocation to Mid-Caps Makes Sense in Today's Market
ATLANTA, March 25, 2013 /PRNewswire/ -- RidgeWorth Investments announced today that it has published the sequel to its award-winning 2010 white paper, entitled "Why Mid-Caps?".* The new white paper entitled "Mid-Cap Investing: Taking the Middle Road May Make Sense in Today's Market" reiterates how compelling mid-cap stock performance has been over the last 30 years and illustrates how an allocation of up to 40% of mid-cap stocks can improve a portfolio's risk/reward profile compared to allocations that only include large cap and small cap exposure.
"Many investors are sitting on the sidelines of the equity market and have not realized that making an allocation to mid-caps as part of a diversified portfolio can improve portfolio performance with only minimal additional risk.", says Jim Stueve, President of RidgeWorth Investments. "We believe our mid-cap investing resources provide advisors with relevant insights and tools they need to help their clients make the right decisions in this uncertain economic environment."
Advisors can easily demonstrate to their clients how mid-cap stocks stack up to large and small caps via RidgeWorth's interactive tool www.addmidcap.com. The tool compares rolling returns of mid-cap stocks to large and small cap stocks over the last 30+ years and is updated quarterly. The user can select a specific date range to compare mid-caps to the other two cap sizes, or pick a specific time period (e.g. 10 years) and drag it through the entire 33-year period to see how the three different cap sizes have done over every specific time period since 1979.
Advisors can access the white paper and interactive tool by visiting www.addmidcap.com.
About RidgeWorth Investments
RidgeWorth Investments serves as a holding company that owns interests in six investment boutiques with approximately $48.1 billion of assets under management as of December 31, 2012. RidgeWorth's investment boutiques manage a wide variety of investment disciplines across the fixed income and equity 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 Investments is a trade name for RidgeWorth Capital Management, Inc., an investment adviser registered with the SEC headquartered in Atlanta. For more information about RidgeWorth, visit www.ridgeworth.com.
*2010 Mutual Fund Education Alliance (MFEA) Award for Best Printed Communications Campaign among medium sized companies (between $5 - $35 billion in long-term assets).
The assertions contained herein are based on RidgeWorth's opinion.
All investments involve risk. Mid-capitalization funds typically carry additional risks since smaller companies generally have a higher risk of failure. Equity securities (stocks) are more volatile and carry more risk than other forms of investments, including investments in high grade fixed income 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 1-888-784-3863 or visit www.ridgeworth.com. Please read the prospectus carefully before investing. Past performance is not indicative of future results.
©2013 RidgeWorth Investments. RidgeWorth Investments is the trade name for RidgeWorth Capital Management, Inc., an investment advisor registered with the SEC and the adviser to the RidgeWorth Funds. RidgeWorth Funds are distributed by RidgeWorth Distributors LLC, which is not affiliated with the adviser. Collective Strength Individual Insight is a federally registered service mark of RidgeWorth Investments.
NOT FDIC INSURED
NO BANK GUARANTEE
MAY LOSE VALUE
SOURCE RidgeWorth Investments
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