RidgeWorth Large Cap Growth Stock Fund A Shares (STCIX)

8.92
Net Asset Value
+1.02%
1 Day
+7.99%
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+2.65% 3 years+15.51%
3 months+8.78% 5 years+15.44%
1 year+18.91% Since inception+8.43%
Data through --

Peer Comparisonvs. Large growth

 STCIXCategory
Performance 5-yr return+15.44%+13.86%
Expense ratio1.19%1.22%
Risk 5 year sharpe ratio0.960.97
Net assets$293.0M$2.8B
Average market cap$54.7B$73.6B
Average P/E25.221.3
Portfolio turnover21%21%

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Fund Management and Purchase Info

Fund familyRidgeWorth
Fund manager & tenureChristopher Guinther / 8 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock97.15%
International stock2.31%
Cash0.54%
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
AAPL Apple8.56%
BIIB Biogen3.59%
GILD Gilead Sciences3.48%
FB Facebook3.26%
V Visa2.85%
ALXN Alexion Pharmaceuticals Inc2.51%
MYL Mylan NV2.49%
GOOGL Google2.39%
AMZN Amazon2.37%
SBUX Starbucks2.36%

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