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RidgeWorth Aggressive Growth Stock Fund Class A (SAGAX)

22.91
Net Asset Value
-0.78%
1 Day
+13.19%
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+4.01% 3 years+26.03%
3 months+7.80% 5 years+17.31%
1 year+12.31% Since inception+9.08%
Data through --

Peer Comparisonvs. Large growth

 SAGAXCategory
Performance 5-yr return+17.31%+16.96%
Expense ratio1.41%1.20%
Risk 5 year sharpe ratio0.981.23
Net assets$40.4M$2.7B
Average market cap$22.8B$76.4B
Average P/E35.421.4
Portfolio turnover42%42%

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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. stock87.95%
International stock11.20%
Cash0.85%
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 Tesla5.60%
NFLX Netflix5.11%
AMZN Amazon4.88%
CELG Celgene4.55%
XPO XPO Logistics Inc4.53%
FB Facebook4.07%
PRAA PRA Group Inc3.90%
Z Zillow Group Inc3.60%
SCHW Charles Schwab3.37%
LNKD LinkedIn3.12%