RidgeWorth Small Cap Growth Stock Fund A Shares (SCGIX)

12.86
Net Asset Value
-1.46%
1 Day
+2.55%
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+3.16% 3 years+14.58%
3 months+6.12% 5 years+14.37%
1 year-2.92% Since inception+7.36%
Data through --

Peer Comparisonvs. Small growth

 SCGIXCategory
Performance 5-yr return+14.37%+15.53%
Expense ratio1.29%1.40%
Risk 5 year sharpe ratio0.850.95
Net assets$147.8M$805.4M
Average market cap$1.8B$2.7B
Average P/E27.326.0
Portfolio turnover90%90%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock97.12%
International stock2.90%
Fixed income0.00%
Cash0.00%
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 Inc2.66%
MMS Maximus Inc2.08%
UNFI United Natural Foods Inc1.81%
TMH TeamHealth Holdings Inc1.71%
ULTI Ultimate Software Group Inc1.61%
PFPT Proofpoint Inc1.56%
AZPN Aspen Technology Inc1.54%
MANH Manhattan Associates Inc1.53%
ALGT Allegiant Travel Co1.51%
ELLI Ellie Mae Inc1.48%

To view my watchlist

Not a member yet?

Sign up now for a free account