RidgeWorth Large Cap Growth Stock Fund I Shares (STCAX)

9.71
Net Asset Value
+1.25%
1 Day
-0.21%
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-2.94% 3 years+16.18%
3 months+0.18% 5 years+16.12%
1 year+10.07% Since inception+8.72%
Data through --

Peer Comparisonvs. Large growth

 STCAXCategory
Performance 5-yr return+16.12%+14.09%
Expense ratio1.09%1.23%
Risk 5 year sharpe ratio0.970.98
Net assets$272.2M$2.7B
Average market cap$50.0B$70.2B
Average P/E22.122.3
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. stock97.48%
International stock2.00%
Cash0.52%
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 Apple Inc7.81%
GILD Gilead Sciences Inc3.42%
BIIB Biogen Idec Inc3.21%
FB Facebook Inc Class A3.14%
ALXN Alexion Pharmaceuticals Inc2.94%
V Visa Inc Class A2.87%
QCOM Qualcomm Inc2.45%
MYL Mylan Inc2.35%
GOOGL Google Inc Class A2.31%
SBUX Starbucks Corp2.30%

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