RidgeWorth Aggressive Growth Stock Fund Class Institutional (SCATX)

17.23
Net Asset Value
0.00%
1 Day
+18.26%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.03%
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+9.12% 3 years+14.83%
3 months+13.28% 5 years+6.70%
1 year+25.12% Since inception+6.49%
Data through --

Peer Comparisonvs. Large growth

 SCATXCategory
Performance 5-yr return+6.70%+5.42%
Expense ratio1.03%1.28%
Risk 5 year sharpe ratio0.320.31
Net assets$19.6M$2.0B
Average market cap$13.4B$42.9B
Average P/E29.419.8
Portfolio turnover30%30%

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Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureNancy Zevenbergen / 9 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
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 Amazon.com Inc4.67%
LNKD LinkedIn Corp4.32%
TSLA Tesla Motors, Inc.4.28%
-- Catamaran Corp4.22%
GOOG Google, Inc. Class A4.21%
MELI Mercadolibre, Inc.4.11%
PCP Precision Castparts Corp.4.01%
NFLX Netflix, Inc.3.98%
FB Facebook Inc Class A3.97%
LULU Lululemon Athletica, Inc.3.89%

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