RidgeWorth Aggressive Growth Stock Fund Class A (SAGAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
Sales Expenses
Expense Ratio
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.


1 month+5.61% 3 years+16.81%
3 months+4.34% 5 years+14.98%
1 year-1.55% Since inception+8.40%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+14.98%+14.09%
Expense ratio1.41%1.22%
Risk 5 year sharpe ratio0.821.03
Net assets$36.0M$2.7B
Average market cap$19.3B$70.2B
Average P/E35.420.9
Portfolio turnover49%49%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureNancy Zevenbergen / 10 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00


U.S. stock89.88%
International stock10.25%
Fixed income0.00%
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 Tesla7.23%
NFLX Netflix5.25%
AMZN Amazon5.15%
CELG Celgene4.80%
LNKD LinkedIn4.58%
Z Zillow Group Inc4.21%
XPO XPO Logistics Inc4.20%
GILD Gilead Sciences4.01%
FB Facebook3.95%
PRAA PRA Group Inc3.60%

To view my watchlist

Not a member yet?

Sign up now for a free account