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-4.53% 3 years+18.93%
3 months-1.65% 5 years+14.66%
1 year+3.93% Since inception+9.10%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+14.66%+14.60%
Expense ratio1.41%1.24%
Risk 5 year sharpe ratio0.870.99
Net assets$55.7M$2.7B
Average market cap$17.8B$68.9B
Average P/E34.723.3
Portfolio turnover49%49%

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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. stock89.97%
International stock9.45%
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 Tesla Motors Inc6.74%
NFLX Netflix Inc4.97%
LNKD LinkedIn Corp Class A4.62%
AMZN Amazon.com Inc4.39%
FB Facebook Inc Class A4.28%
GOOGL Google Inc Class A3.90%
CELG Celgene Corp3.87%
Z Zillow Inc3.59%
PRAA Portfolio Recovery Associates Inc3.58%
PCLN Priceline Group Inc3.53%

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