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RidgeWorth Innovative 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 of foreign companies. The fund invests primarily in common stocks of companies that exhibit strong growth characteristics.


1 month+5.07% 3 years+9.75%
3 months+6.00% 5 years+13.02%
1 year+20.96% Since inception+8.38%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+13.02%+11.55%
Expense ratio1.49%1.15%
Risk 5 year sharpe ratio0.731.00
Net assets$28.7M$3.0B
Average market cap$21.4B$101.4B
Average P/E43.126.1
Portfolio turnover59%59%

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Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureNancy Zevenbergen / 13 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


U.S. stock93.37%
International stock4.31%
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
AMZN Amazon6.43%
NFLX Netflix5.77%
FB Facebook5.15%
TSLA Tesla5.00%
XPO XPO Logistics Inc4.63%
CELG Celgene4.32%
MELI MercadoLibre Inc4.31%
SCHW Charles Schwab4.06%
PCLN Priceline3.38%
MPWR Monolithic Power Systems Inc3.18%