RidgeWorth Small Cap Growth Stock Fund C Shares (SSCFX)

9.44
Net Asset Value
-0.53%
1 Day
+4.31%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.94%
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-2.58% 3 years+16.28%
3 months0.00% 5 years+14.47%
1 year+13.62% Since inception+9.26%
Data through --

Peer Comparisonvs. Small growth

 SSCFXCategory
Performance 5-yr return+14.47%+15.12%
Expense ratio1.94%1.38%
Risk 5 year sharpe ratio0.670.82
Net assets$142.9M$812.0M
Average market cap$1.9B$2.9B
Average P/E28.128.3
Portfolio turnover90%90%

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Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureChristopher Guinther / 8 Years
Minimal initial investment$5,000.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock94.94%
International stock2.96%
Cash2.09%
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
MMS Maximus Inc2.30%
PRAA PRA Group Inc2.13%
TMH TeamHealth Holdings Inc1.90%
AZPN Aspen Technology Inc1.86%
ELLI Ellie Mae Inc1.77%
QLYS Qualys Inc1.75%
ULTI Ultimate Software Group Inc1.74%
MANH Manhattan Associates Inc1.73%
FLTX Fleetmatics Group PLC1.64%
UNFI United Natural Foods Inc1.52%

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