RidgeWorth Large Cap Growth Stock Fund A Shares (STCIX)
| 8.75 Net Asset Value | -0.23% 1 Day | +5.55% 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 | +0.69% | 3 years | +14.96% | |
| 3 months | +8.81% | 5 years | +17.27% | |
| 1 year | +24.63% | Since inception | +8.27% |
Data through --
Peer Comparisonvs. Large growth
| STCIX | Category | |
|---|---|---|
| Performance 5-yr return | +17.27% | +17.64% |
| Expense ratio | 1.12% | 1.24% |
| Risk 5 year sharpe ratio | 1.14 | 1.16 |
| Net assets | $279.3M | $2.6B |
| Average market cap | $45.9B | $71.2B |
| Average P/E | 23.6 | 23.4 |
| Portfolio turnover | 21% | 21% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
Fund Management and Purchase Info
| Fund family | RidgeWorth |
| Fund manager & tenure | Christopher Guinther / 7 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $2,000.00 |
Holdings
| U.S. stock | 97.27% |
| International stock | 2.22% |
| Cash | 0.51% |
| Fixed income | 0.00% |
| Other | 0.00% |
Top 5 SectorsPortfolio weighting
| Hardware | 15.18% |
| Industrial materials | 13.97% |
| Consumer goods | 13.93% |
| Energy | 10.22% |
| Consumer service | 8.99% |
Top 10 HoldingsPortfolio weighting
| AAPL Apple Inc | 5.86% |
| GILD Gilead Sciences Inc | 3.72% |
| SLB Schlumberger NV | 3.06% |
| BIIB Biogen Idec Inc | 2.97% |
| GOOGL Google Inc Class A | 2.87% |
| GOOG Google Inc Class C | 2.83% |
| FB Facebook Inc Class A | 2.69% |
| QCOM Qualcomm Inc | 2.60% |
| ALXN Alexion Pharmaceuticals Inc | 2.47% |
| V Visa Inc Class A | 2.30% |
.
