RidgeWorth Large Cap Growth Stock Fund C Shares (STCFX)

6.37
Net Asset Value
+0.47%
1 Day
+5.81%
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-1.09% 3 years+13.62%
3 months+4.26% 5 years+14.45%
1 year+15.11% Since inception+7.74%
Data through --

Peer Comparisonvs. Large growth

 STCFXCategory
Performance 5-yr return+14.45%+14.09%
Expense ratio1.87%1.22%
Risk 5 year sharpe ratio1.011.06
Net assets$299.6M$2.8B
Average market cap$54.8B$75.2B
Average P/E24.421.0
Portfolio turnover21%21%

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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. stock97.38%
International stock2.32%
Cash0.30%
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 Apple8.63%
BIIB Biogen3.64%
GILD Gilead Sciences3.59%
FB Facebook3.06%
V Visa2.89%
ALXN Alexion Pharmaceuticals Inc2.81%
SBUX Starbucks2.52%
AMZN Amazon2.37%
GOOGL Google2.37%
MYL Mylan NV2.35%

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