RidgeWorth Large Cap Growth Stock Fund C Shares (STCFX)

6.57
Net Asset Value
-1.35%
1 Day
+9.14%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.87%
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+0.15% 3 years+19.27%
3 months+0.76% 5 years+16.77%
1 year+12.79% Since inception+7.64%
Data through --

Peer Comparisonvs. Large growth

 STCFXCategory
Performance 5-yr return+16.77%+16.96%
Expense ratio1.87%1.20%
Risk 5 year sharpe ratio1.191.23
Net assets$292.1M$2.7B
Average market cap$54.5B$76.4B
Average P/E25.221.4
Portfolio turnover13%13%

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Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureMichael Sansoterra / 8 Years
Minimal initial investment$5,000.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock97.24%
International stock2.31%
Cash0.44%
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 Apple8.88%
GILD Gilead Sciences4.28%
FB Facebook3.50%
V Visa3.01%
AMZN Amazon2.85%
SBUX Starbucks2.75%
ALXN Alexion Pharmaceuticals Inc2.70%
MYL Mylan NV2.67%
BIIB Biogen2.49%
GOOGL Google2.39%

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