RidgeWorth Small Cap Growth Stock Fund A Shares (SCGIX)

12.99
Net Asset Value
+0.39%
1 Day
+3.59%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
5.75
Sales Expenses
1.29%
Expense Ratio
Above 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-0.92% 3 years+12.89%
3 months+2.53% 5 years+13.54%
1 year+4.23% Since inception+7.36%
Data through --

Peer Comparisonvs. Small growth

 SCGIXCategory
Performance 5-yr return+13.54%+15.53%
Expense ratio1.29%1.40%
Risk 5 year sharpe ratio0.850.95
Net assets$147.8M$805.4M
Average market cap$2.0B$2.9B
Average P/E28.627.5
Portfolio turnover90%90%

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Fund Management and Purchase Info

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

Holdings

U.S. stock95.44%
International stock3.00%
Cash1.56%
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
PRAA PRA Group Inc2.50%
MMS Maximus Inc2.06%
TMH TeamHealth Holdings Inc1.83%
UNFI United Natural Foods Inc1.81%
ULTI Ultimate Software Group Inc1.67%
ELLI Ellie Mae Inc1.65%
PFPT Proofpoint Inc1.64%
MANH Manhattan Associates Inc1.59%
QLYS Qualys Inc1.57%
AZPN Aspen Technology Inc1.56%

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