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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 of foreign companies. 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-0.05% 3 years+18.29%
3 months-6.09% 5 years+12.73%
1 year-0.60% Since inception+8.61%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+12.73%+12.64%
Expense ratio1.45%1.20%
Risk 5 year sharpe ratio0.910.98
Net assets$34.9M$2.6B
Average market cap$23.9B$76.7B
Average P/E33.720.6
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


U.S. stock90.86%
International stock9.14%
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
NFLX Netflix6.09%
TSLA Tesla5.53%
CELG Celgene4.70%
AMZN Amazon4.67%
XPO XPO Logistics Inc4.64%
FB Facebook4.57%
SCHW Charles Schwab3.55%
GOOGL Google3.52%
PCLN Priceline3.30%
CMG Chipotle3.23%

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