Life Vision Target Date 2025
Fund Resources
- Fact Sheet (PDF | 104 KB)
- Prospectus - A, B, C & I Shares(PDF | 512 KB)
- Annual Report (PDF | 2 MB)
- Semi-annual Report (PDF | 953 KB)
- SAI (PDF | 2 MB)
| Class | CUSIP | Ticker |
|---|---|---|
| A | 76628R185 | LVTAX |
| C | 76628R177 | LVTCX |
| I | 76628R193 | LVTIX |
Objective
The fund seeks high total return.
Suitability
The fund is suitable for investors who expect to retire in the year 2025. The fund invests in a mix of underlying RidgeWorth Funds (equity, fixed-income and money market) using a moderate asset allocation strategy designed for investors based on their expected year of retirement.
The asset allocation strategy becomes more conservative over time. When the allocation matches that of the RidgeWorth Life Vision Conservative Fund (approximately two years after the target date is reached), the Target Date 2025 Fund is expected to be combined with the Conservative Fund.
Investment Risks
The fund invests in RidgeWorth equity, fixed-income and money market funds. The Adviser also may invest a portion of the Fund's assets in one or more exchange-traded funds (ETFs).
Stocks are more volatile and carry more risk and return potential than other forms of investments. Bonds offer a relatively stable level of income, although bond prices will fluctuate, providing the potential for principal gain or loss. Cash equivalents offer low risk and low return potential.
Since the funds are new, they have no performance history and there is no guarantee the funds will achieve their stated objective.