|
|
| 8.89 Net Asset Value | -0.11% 1 Day | +3.49% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | 5.75 Sales Expenses | 1.12% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +4.46% | 3 years | +15.03% | |
| 3 months | +10.83% | 5 years | +19.63% | |
| 1 year | +31.01% | Since inception | +8.10% |
| STCIX | Category | |
|---|---|---|
| Performance 5-yr return | +19.63% | +10.66% |
| Expense ratio | 1.12% | 1.26% |
| Risk 5 year sharpe ratio | 1.12 | 1.13 |
| Net assets | $295.3M | $2.4B |
| Average market cap | $50.1B | $59.8B |
| Average P/E | 23.9 | 23.3 |
| Portfolio turnover | 40% | 40% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | RidgeWorth |
| Fund manager & tenure | Christopher Guinther / 6 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | -- |
| U.S. stock | 96.56% |
| International stock | 1.74% |
| Cash | 1.69% |
| Fixed income | 0.00% |
| Other | 0.00% |
| Hardware | 15.18% |
| Industrial materials | 13.97% |
| Consumer goods | 13.93% |
| Energy | 10.22% |
| Consumer service | 8.99% |
| AAPL Apple Inc | 6.68% |
| GOOG Google, Inc. Class A | 5.47% |
| GILD Gilead Sciences Inc | 3.44% |
| SLB Schlumberger NV | 2.62% |
| PM Philip Morris International, Inc. | 2.59% |
| ALXN Alexion Pharmaceuticals, Inc. | 2.58% |
| AMZN Amazon.com Inc | 2.57% |
| BIIB Biogen Idec Inc | 2.48% |
| QCOM Qualcomm, Inc. | 2.46% |
| SBUX Starbucks Corporation | 2.44% |
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