RidgeWorth Large Cap Growth Stock Fund I Shares (STCAX)

10.59
Net Asset Value
-0.09%
1 Day
+8.84%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.09%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks and other U.S.-traded equity securities of large-capitalization companies. The subadviser considers large-capitalization companies to be companies with market capitalizations similar to those of companies in the Russell 1000 ® Growth Index.

Performance

1 month-0.47% 3 years+18.78%
3 months+3.41% 5 years+19.41%
1 year+11.49% Since inception+8.96%
Data through --

Peer Comparisonvs. Large growth

 STCAXCategory
Performance 5-yr return+19.41%+13.86%
Expense ratio1.09%1.21%
Risk 5 year sharpe ratio1.151.14
Net assets$296.3M$2.8B
Average market cap$56.2B$77.8B
Average P/E24.921.8
Portfolio turnover13%13%

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Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureMichael Sansoterra / 8 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock97.67%
International stock2.29%
Cash0.04%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Hardware 15.18%
Industrial materials 13.97%
Consumer goods 13.93%
Energy 10.22%
Consumer service 8.99%
Top 10 Holdings
Portfolio weighting
AAPL Apple8.86%
GILD Gilead Sciences3.94%
FB Facebook3.10%
V Visa2.96%
MYL Mylan NV2.74%
AMZN Amazon2.70%
SBUX Starbucks2.56%
ALXN Alexion Pharmaceuticals Inc2.35%
BIIB Biogen2.34%
GOOGL Google2.32%

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