RidgeWorth Aggressive Growth Stock Fund Class A (SAGAX)

21.32
Net Asset Value
+0.57%
1 Day
+4.10%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
5.75
Sales Expenses
1.35%
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-0.37% 3 years+13.60%
3 months+6.33% 5 years+18.31%
1 year+27.02% Since inception+9.35%
Data through --

Peer Comparisonvs. Large growth

 SAGAXCategory
Performance 5-yr return+18.31%+17.64%
Expense ratio1.35%1.24%
Risk 5 year sharpe ratio1.041.16
Net assets$49.8M$2.6B
Average market cap$15.5B$71.2B
Average P/E34.623.4
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

Holdings

U.S. stock90.80%
International stock9.20%
Fixed income0.00%
Cash0.00%
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 Tesla Motors Inc6.68%
AMZN Amazon.com Inc4.77%
NFLX Netflix Inc4.65%
Z Zillow Inc4.19%
LNKD LinkedIn Corp Class A3.98%
PRAA Portfolio Recovery Associates Inc3.89%
FB Facebook Inc Class A3.73%
CELG Celgene Corp3.61%
PCLN Priceline Group Inc3.39%
GILD Gilead Sciences Inc3.07%

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