RidgeWorth Aggressive Growth Stock Fund Class Institutional (SCATX)

23.05
Net Asset Value
+0.74%
1 Day
+10.02%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
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+0.70% 3 years+22.77%
3 months+3.16% 5 years+17.18%
1 year+15.24% Since inception+9.16%
Data through --

Peer Comparisonvs. Large growth

 SCATXCategory
Performance 5-yr return+17.18%+13.86%
Expense ratio1.35%1.21%
Risk 5 year sharpe ratio0.790.96
Net assets$33.5M$2.7B
Average market cap$21.9B$76.2B
Average P/E35.122.0
Portfolio turnover49%49%

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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. stock89.47%
International stock10.65%
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 Tesla7.02%
NFLX Netflix5.57%
AMZN Amazon5.42%
XPO XPO Logistics Inc4.97%
CELG Celgene4.61%
FB Facebook3.76%
Z Zillow Group Inc3.75%
PRAA PRA Group Inc3.63%
SCHW Charles Schwab3.62%
LNKD LinkedIn3.54%

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