RidgeWorth Large Cap Growth Stock Fund I Shares (STCAX)

10.42
Net Asset Value
-0.38%
1 Day
+7.09%
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+5.76% 3 years+16.70%
3 months+6.19% 5 years+16.96%
1 year+13.10% Since inception+8.66%
Data through --

Peer Comparisonvs. Large growth

 STCAXCategory
Performance 5-yr return+16.96%+14.09%
Expense ratio1.09%1.22%
Risk 5 year sharpe ratio1.041.06
Net assets$283.2M$2.8B
Average market cap$51.5B$70.2B
Average P/E21.420.9
Portfolio turnover21%21%

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Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureChristopher Guinther / 7 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock97.51%
International stock1.88%
Cash0.61%
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 Apple8.37%
GILD Gilead Sciences3.86%
BIIB Biogen3.68%
FB Facebook3.12%
ALXN Alexion Pharmaceuticals Inc3.03%
V Visa2.88%
SBUX Starbucks2.51%
GOOGL Google2.40%
GOOG Google2.38%
AMZN Amazon2.35%

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