RidgeWorth Aggressive Growth Stock Fund Class Institutional (SCATX)

20.71
Net Asset Value
-0.38%
1 Day
-1.15%
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-1.43% 3 years+16.77%
3 months-2.89% 5 years+15.16%
1 year-0.22% Since inception+8.88%
Data through --

Peer Comparisonvs. Large growth

 SCATXCategory
Performance 5-yr return+15.16%+14.09%
Expense ratio1.35%1.23%
Risk 5 year sharpe ratio0.770.98
Net assets$41.2M$2.7B
Average market cap$19.2B$70.2B
Average P/E34.322.3
Portfolio turnover49%49%

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Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureNancy Zevenbergen / 10 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock90.34%
International stock9.66%
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 Inc7.02%
NFLX Netflix Inc5.04%
AMZN Amazon.com Inc4.96%
CELG Celgene Corp4.87%
XPO XPO Logistics Inc4.57%
FB Facebook Inc Class A4.52%
LNKD LinkedIn Corp Class A4.48%
Z Zillow Inc4.27%
PRAA PRA Group Inc4.05%
GILD Gilead Sciences Inc3.63%

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