|
|
| 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™ |
| 1 month | -3.76% | 3 years | +13.24% | |
| 3 months | -1.33% | 5 years | +18.78% | |
| 1 year | +25.94% | Since inception | +8.15% |
| STCIX | Category | |
|---|---|---|
| Performance 5-yr return | +18.78% | +20.22% |
| Expense ratio | 1.12% | 1.24% |
| Risk 5 year sharpe ratio | 1.23 | 1.26 |
| Net assets | $286.8M | $2.5B |
| Average market cap | $47.1B | $67.2B |
| Average P/E | 23.3 | 24.1 |
| 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 / 7 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | -- |
| U.S. stock | 96.55% |
| International stock | 2.87% |
| Cash | 0.58% |
| 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% |
| GOOGL Google Inc Class A | 5.67% |
| AAPL Apple Inc | 5.50% |
| GILD Gilead Sciences Inc | 3.29% |
| BIIB Biogen Idec Inc | 2.98% |
| ALXN Alexion Pharmaceuticals, Inc. | 2.69% |
| QCOM Qualcomm, Inc. | 2.68% |
| SLB Schlumberger NV | 2.62% |
| FB Facebook Inc Class A | 2.50% |
| V Visa, Inc. Class A | 2.44% |
| PCLN Priceline Group Inc | 2.32% |
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