RidgeWorth Small Cap Growth Stock Fund Class C (SSCFX)

11.14
Net Asset Value
+0.54%
1 Day
-8.84%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.93%
Expense Ratio
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-8.31% 3 years+10.03%
3 months-10.09% 5 years+19.17%
1 year+24.68% Since inception+9.89%
Data through --

Peer Comparisonvs. Small growth

 SSCFXCategory
Performance 5-yr return+19.17%+24.46%
Expense ratio1.93%1.44%
Risk 5 year sharpe ratio1.161.28
Net assets$193.0M$872.8M
Average market cap$1.9B$2.8B
Average P/E26.928.0
Portfolio turnover50%50%

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 / 7 Years
Minimal initial investment$5,000.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock96.73%
International stock3.10%
Cash0.18%
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, Inc.2.06%
CATM Cardtronics, Inc.1.50%
AZPN Aspen Technology, Inc.1.46%
HAIN Hain Celestial Group, Inc.1.44%
HEES H&E Equipment Services, Inc.1.39%
EHTH eHealth, Inc.1.37%
EPAY Bottomline Technologies, Inc.1.31%
SAVE Spirit Airlines Inc1.31%
HW Headwaters, Inc.1.28%
UNFI United Natural Foods, Inc.1.28%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer LIBOR Warning: Neither BBA Enterprises Limited, nor the BBA LIBOR Contributor Banks, nor Reuters, can be held liable for any irregularity or inaccuracy of BBA LIBOR. Disclaimer. Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.