RidgeWorth Small Cap Growth Stock Fund C Shares (SSCFX)

9.59
Net Asset Value
-1.13%
1 Day
+5.97%
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+0.94% 3 years+15.83%
3 months+9.36% 5 years+11.57%
1 year+12.33% Since inception+9.50%
Data through --

Peer Comparisonvs. Small growth

 SSCFXCategory
Performance 5-yr return+11.57%+15.12%
Expense ratio1.94%1.39%
Risk 5 year sharpe ratio0.750.89
Net assets$148.8M$821.3M
Average market cap$2.0B$2.9B
Average P/E28.627.7
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$5,000.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock94.28%
International stock2.99%
Cash2.73%
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 Inc2.29%
PRAA PRA Group Inc2.02%
TMH TeamHealth Holdings Inc1.78%
ULTI Ultimate Software Group Inc1.71%
ELLI Ellie Mae Inc1.70%
PFPT Proofpoint Inc1.70%
UNFI United Natural Foods Inc1.67%
MANH Manhattan Associates Inc1.59%
QLYS Qualys Inc1.57%
FLTX Fleetmatics Group PLC1.55%

To view my watchlist

Not a member yet?

Sign up now for a free account