RidgeWorth Real Estate 130/30 I
The investment seeks long-term capital appreciation.
The fund invests at least 80% of assets in common stocks of REITs and companies principally engaged in the real estate industry. It may invest in companies of any size and may also invest in exchange-traded funds (“ETFs”). The fund normally holds long positions in equity securities with an aggregate value of approximately 130% (within a range of 100% to 150%) of assets. It normally establishes short positions in equity securities with a market value of approximately 30% (within a range of 0% to 50%) of assets. The fund is non-diversified.