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RidgeWorth Aggressive Growth Stock Fund Class Institutional (SCATX)

21.58
Net Asset Value
-1.46%
1 Day
+3.01%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.34%
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 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.

Performance

1 month-9.40% 3 years+19.89%
3 months-5.56% 5 years+14.38%
1 year-4.87% Since inception+9.67%
Data through --

Peer Comparisonvs. Large growth

 SCATXCategory
Performance 5-yr return+14.38%+16.96%
Expense ratio1.34%1.20%
Risk 5 year sharpe ratio0.981.15
Net assets$42.5M$2.7B
Average market cap$26.7B$81.2B
Average P/E36.723.1
Portfolio turnover42%42%

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Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureNancy Zevenbergen / 11 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock87.55%
International stock9.00%
Cash3.45%
Fixed income0.00%
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
NFLX Netflix5.95%
AMZN Amazon5.65%
TSLA Tesla5.31%
CELG Celgene4.71%
XPO XPO Logistics Inc4.35%
FB Facebook4.15%
SCHW Charles Schwab3.43%
ZG Zillow Group Inc3.36%
PCLN Priceline3.13%
PRAA PRA Group Inc3.12%

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