RidgeWorth Large Cap Growth Stock Fund C Shares (STCFX)

6.61
Net Asset Value
+1.07%
1 Day
+9.80%
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-1.06% 3 years+18.06%
3 months+0.93% 5 years+17.34%
1 year+16.69% Since inception+7.66%
Data through --

Peer Comparisonvs. Large growth

 STCFXCategory
Performance 5-yr return+17.34%+13.86%
Expense ratio1.87%1.21%
Risk 5 year sharpe ratio0.920.96
Net assets$293.0M$2.7B
Average market cap$55.2B$76.2B
Average P/E24.722.0
Portfolio turnover21%21%

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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. stock96.97%
International stock2.29%
Cash0.74%
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 Apple8.60%
GILD Gilead Sciences3.56%
FB Facebook3.11%
V Visa2.87%
MYL Mylan NV2.76%
AMZN Amazon2.68%
SBUX Starbucks2.47%
ALXN Alexion Pharmaceuticals Inc2.45%
GOOGL Google2.36%
GOOG Google2.31%

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