RidgeWorth Large Cap Growth Stock Fund A Shares (STCIX)
| 8.23 Net Asset Value | +1.23% 1 Day | -0.36% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | 5.75 Sales Expenses | 1.19% 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 | -1.91% | 3 years | +16.36% | |
| 3 months | +2.02% | 5 years | +16.34% | |
| 1 year | +12.73% | Since inception | +8.25% |
Data through --
Peer Comparisonvs. Large growth
| STCIX | Category | |
|---|---|---|
| Performance 5-yr return | +16.34% | +14.09% |
| Expense ratio | 1.19% | 1.23% |
| Risk 5 year sharpe ratio | 0.96 | 0.98 |
| Net assets | $272.2M | $2.7B |
| Average market cap | $50.0B | $70.2B |
| Average P/E | 22.1 | 22.3 |
| Portfolio turnover | 21% | 21% |
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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 | 97.48% |
| International stock | 2.00% |
| Cash | 0.52% |
| 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 | 7.81% |
| GILD Gilead Sciences Inc | 3.42% |
| BIIB Biogen Idec Inc | 3.21% |
| FB Facebook Inc Class A | 3.14% |
| ALXN Alexion Pharmaceuticals Inc | 2.94% |
| V Visa Inc Class A | 2.87% |
| QCOM Qualcomm Inc | 2.45% |
| MYL Mylan Inc | 2.35% |
| GOOGL Google Inc Class A | 2.31% |
| SBUX Starbucks Corp | 2.30% |
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