RidgeWorth Small Cap Growth Stock Fund A Shares (SCGIX)

13.30
Net Asset Value
-0.67%
1 Day
+6.06%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
5.75
Sales Expenses
1.29%
Expense Ratio
Average
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 U.S.-traded equity securities of small-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts. The subadviser considers small-capitalization companies to be companies with market capitalizations similar to those of companies in the Russell 2000 ® Growth Index.

Performance

1 month+1.92% 3 years+15.90%
3 months+0.91% 5 years+17.35%
1 year+6.08% Since inception+7.24%
Data through --

Peer Comparisonvs. Small growth

 SCGIXCategory
Performance 5-yr return+17.35%+15.12%
Expense ratio1.29%1.37%
Risk 5 year sharpe ratio0.830.94
Net assets$142.0M$817.7M
Average market cap$2.0B$2.9B
Average P/E25.828.0
Portfolio turnover31%31%

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Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureMichael Sansoterra / 8 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock94.94%
Cash2.92%
International stock2.14%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 14.53%
Healthcare 14.32%
Industrial materials 13.64%
Business service 9.70%
Consumer service 7.91%
Top 10 Holdings
Portfolio weighting
AZPN Aspen Technology Inc1.80%
ULTI Ultimate Software Group Inc1.70%
IMPV Imperva Inc1.64%
PFPT Proofpoint Inc1.56%
ELLI Ellie Mae Inc1.56%
UNFI United Natural Foods Inc1.52%
GIII G-III Apparel Group Ltd1.52%
FLTX Fleetmatics Group PLC1.51%
GTN Gray Television Inc1.49%
HW Headwaters Inc1.47%

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