10.28 Down -0.01 -0.10%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 10.29
Category Large Growth
Net Assets 178.92 Mil
Yield 0.00%
Morningstar Risk Above Average
Morningstar Return Average
  • Last NAV update 7/24/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
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.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 20.27% 0.65% 15.86% 34.10% 6.86%
Value ($) 12,026.53 12,104.19 14,024.35 18,806.73 20,097.01
  • Year to date performance as of 7/24/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family RidgeWorth
Fund Manager Michael Sansoterra
Tenure (Years) 7
Fund Status Open
Minimum Initial Purchase 0.00
Minimum IRA Investment NA
Front Load 0.00
Expense Ratio 0.92%
PERFORMANCE
Symbol Value ($)
1 Month 2.59%
3 Months 6.86%
1 Year 27.01%
3 Years* 14.27%
5 Years* 17.72%
  • * Annualized returns
  • Performance as of 7/24/2014 12:00 AM ET
PEER COMPARISON
  STCAX Large Growth
5-Yr Return 17.72% 16.37%
Sharpe Ratio 0.98 2.16
Net Assets 178.92 Mil 743.58 Mil
Avg Market Cap 45.93 Bil 71.24 Bil
Avg P/E 21.99 23.44
Portfolio Turnover 21 72
HOLDINGS
Symbol Value ($)
Stocks 99.49%
Cash 0.51%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 11:45 PM ET
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