RidgeWorth Small Cap Growth Stock Fund C Shares (SSCFX)

11.32
Net Asset Value
+0.44%
1 Day
-7.36%
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+3.00% 3 years+20.61%
3 months+6.09% 5 years+15.97%
1 year+6.99% Since inception+9.14%
Data through --

Peer Comparisonvs. Small growth

 SSCFXCategory
Performance 5-yr return+15.97%+19.88%
Expense ratio1.94%1.42%
Risk 5 year sharpe ratio0.820.95
Net assets$162.0M$801.2M
Average market cap$1.7B$2.7B
Average P/E26.725.1
Portfolio turnover90%90%

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Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureChristopher Guinther / 7 Years
Minimal initial investment$5,000.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock96.13%
International stock2.65%
Cash1.22%
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 Portfolio Recovery Associates Inc2.47%
TMH Team Health Holdings Inc1.70%
ULTI Ultimate Software Group Inc1.69%
LPNT LifePoint Hospitals Inc1.68%
TEN Tenneco Inc1.41%
MMS Maximus Inc1.40%
FIVE Five Below Inc1.38%
AZPN Aspen Technology Inc1.37%
CATM Cardtronics Inc1.34%
HLS Healthsouth Corp1.26%

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