RidgeWorth Large Cap Growth Stock Fund Class A (STCIX)

7.56
Net Asset Value
+0.80%
1 Day
-11.99%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
5.75
Sales Expenses
1.22%
Expense Ratio
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-2.60% 3 years+14.78%
3 months+3.16% 5 years+5.63%
1 year+15.18% Since inception+7.44%
Data through --

Peer Comparisonvs. Large growth

 STCIXCategory
Performance 5-yr return+5.63%+5.42%
Expense ratio1.22%1.28%
Risk 5 year sharpe ratio0.340.30
Net assets$263.6M$2.1B
Average market cap$42.7B$45.3B
Average P/E21.519.9
Portfolio turnover40%40%

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Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureChristopher Guinther / 6 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
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 Apple Inc6.29%
GOOG Google, Inc. Class A4.11%
PM Philip Morris International, Inc.2.89%
BIIB Biogen Idec Inc2.64%
ORCL Oracle Corporation2.62%
QCOM Qualcomm, Inc.2.46%
GILD Gilead Sciences Inc2.38%
HON Honeywell International, Inc.2.37%
V Visa, Inc.2.29%
ALXN Alexion Pharmaceuticals, Inc.2.24%

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