RidgeWorth Large Cap Growth Stock Fund Class A (STCIX)

8.19
Net Asset Value
+1.61%
1 Day
-1.21%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
5.75
Sales Expenses
1.12%
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-3.76% 3 years+13.24%
3 months-1.33% 5 years+18.78%
1 year+25.94% Since inception+8.15%
Data through --

Peer Comparisonvs. Large growth

 STCIXCategory
Performance 5-yr return+18.78%+20.22%
Expense ratio1.12%1.24%
Risk 5 year sharpe ratio1.231.26
Net assets$286.8M$2.5B
Average market cap$47.1B$67.2B
Average P/E23.324.1
Portfolio turnover40%40%

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Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureChristopher Guinther / 7 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

U.S. stock96.55%
International stock2.87%
Cash0.58%
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
GOOGL Google Inc Class A5.67%
AAPL Apple Inc5.50%
GILD Gilead Sciences Inc3.29%
BIIB Biogen Idec Inc2.98%
ALXN Alexion Pharmaceuticals, Inc.2.69%
QCOM Qualcomm, Inc.2.68%
SLB Schlumberger NV2.62%
FB Facebook Inc Class A2.50%
V Visa, Inc. Class A2.44%
PCLN Priceline Group Inc2.32%

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