RidgeWorth Aggressive Growth Stock Fund Class A (SAGAX)

21.36
Net Asset Value
-0.93%
1 Day
+5.53%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
5.75
Sales Expenses
1.41%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective 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 U.S.-traded equity securities. U.S.-traded equity securities may include American Depositary Receipts. It may invest in companies of any size and may invest a portion of its assets in non-U.S. issued securities. The fund invests primarily in common stocks of companies that exhibit strong growth characteristics.

Performance

1 month+4.38% 3 years+16.94%
3 months+7.25% 5 years+13.96%
1 year+13.23% Since inception+8.63%
Data through --

Peer Comparisonvs. Large growth

 SAGAXCategory
Performance 5-yr return+13.96%+13.86%
Expense ratio1.41%1.22%
Risk 5 year sharpe ratio0.750.97
Net assets$34.9M$2.8B
Average market cap$20.3B$73.6B
Average P/E34.721.3
Portfolio turnover49%49%

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Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureNancy Zevenbergen / 11 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock90.09%
International stock9.64%
Cash0.28%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer service 18.59%
Telecommunication 17.24%
Hardware 16.25%
Healthcare 9.44%
Business service 8.60%
Top 10 Holdings
Portfolio weighting
TSLA Tesla6.45%
XPO XPO Logistics Inc4.99%
AMZN Amazon4.91%
CELG Celgene4.50%
NFLX Netflix4.13%
FB Facebook4.13%
PRAA PRA Group Inc4.05%
Z Zillow Group Inc3.84%
LNKD LinkedIn3.80%
SCHW Charles Schwab3.73%

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