RidgeWorth Aggressive Growth Stock Fund Class A (SAGAX)

22.25
Net Asset Value
-0.18%
1 Day
+9.93%
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+0.63% 3 years+22.50%
3 months+7.85% 5 years+17.93%
1 year+5.35% Since inception+9.07%
Data through --

Peer Comparisonvs. Large growth

 SAGAXCategory
Performance 5-yr return+17.93%+13.86%
Expense ratio1.41%1.21%
Risk 5 year sharpe ratio0.901.14
Net assets$39.6M$2.8B
Average market cap$23.0B$77.8B
Average P/E34.721.8
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. stock86.22%
International stock11.87%
Cash1.90%
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 Tesla5.35%
NFLX Netflix4.96%
AMZN Amazon4.93%
XPO XPO Logistics Inc4.83%
CELG Celgene4.59%
FB Facebook3.84%
PRAA PRA Group Inc3.68%
SCHW Charles Schwab3.51%
BABA Alibaba Group Holding Ltd3.32%
Z Zillow Group Inc3.23%

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