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RidgeWorth Growth Allocation Strategy C Fund (SGILX)
Fund performance review and position details on RidgeWorth Growth Allocation Strategy C Fund (SGILX)
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Last Trade: $ on , Change: (0%)
RidgeWorth Growth Allocation Strategy C Fund (SGILX) Fund Summary
RidgeWorth Growth Allocation Strategy C Fund (SGILX) statistics as of May 30, 2016
Category: Allocation--70% to 85% EquityFund Family: RidgeWorth
Net Asset: $42.28M
Yield: 0.4%
Year-to-Date Return: 0.70%
Morningstar rating: 3
RidgeWorth Growth Allocation Strategy C Fund (SGILX) Cost
RidgeWorth Growth Allocation Strategy C Fund (SGILX) various investment related cost
Initial Investment: 5,000Total Expense Ratio (Allocation--70% to 85% Equity average): 1.30% (0.89%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 1.00%
Annual Holdings Turnover: 29.00%
RidgeWorth Growth Allocation Strategy C Fund (SGILX) Performance
Most current RidgeWorth Growth Allocation Strategy C Fund (SGILX) Performance
1-month Performance (Allocation--70% to 85% Equity category median performance): 1.01% (0.77%)3-month Performance (Allocation--70% to 85% Equity category median performance): 6.93% (7.94%)
1 Year Performance (Allocation--70% to 85% Equity category median performance): -4.13% (-3.85%)
3 Year Performance (Allocation--70% to 85% Equity category median performance): 5.39% (5.62%)
5 Year Performance (Allocation--70% to 85% Equity category median performance): 5.13% (5.88%)
Number of Years of positive return: 7 years
Number of Years of negative return: 3 years
3 year Alpha (Allocation--70% to 85% Equity category average): 3.87 (-0.41)
3 year Beta (Allocation--70% to 85% Equity category average): 0.34 (1.28)
3 year Sharpe Ratio: 0.6
3 year Treynor: 15.5
Top Stock Holdings in RidgeWorth Growth Allocation Strategy C Fund (SGILX)
See stock holding change map for more historic information
Stock | Weighting | Price change (15 mins delay) |
RidgeWorth Large Cap Growth Stock IS | 24.1% | N/A |
RidgeWorth Large Cap Value Equity IS | 17.74% | N/A |
RidgeWorth Seix Total Return Bond IS | 10.52% | N/A |
iShares Core US Aggregate Bond | 10.39% | N/A |
RidgeWorth Mid-Cap Value Equity IS | 6.65% | N/A |
iShares Currency Hedged MSCI EAFE | 5.81% | N/A |
RidgeWorth International Equity IS | 3.99% | N/A |
VanEck Vectors Gold Miners ETF | 2.51% | N/A |
RidgeWorth Small Cap Value Equity I | 1.66% | N/A |
RidgeWorth Small Cap Growth Stock IS | 1.55% | N/A |
RidgeWorth Growth Allocation Strategy C Fund (SGILX) Fund Portfolio Allocation
RidgeWorth Growth Allocation Strategy C Fund (SGILX) Fund Portfolio Allocation data as of 04/2016
Stock | 65.82% |
Bond | 22.18% |
Cash | 11.87% |
Other | 0.12% |
Compare with other Allocation--70% to 85% Equity category mutual funds
Below are some additional Allocation--70% to 85% Equity mutual funds generated out of our database
Fund | 1 Year | 3 year | 5 year | |
RidgeWorth Growth Allocation Strategy C | -4.13 | 5.39 | 5.13 | |
American Funds Income Fund of Amer R6 (RIDGX) | 0.67 | 6.88 | 7.98 | Compare |
Delaware Dividend Income Instl (DDIIX) | -0.72 | 6.05 | 7.28 | Compare |
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX) | 1.84 | 10.72 | 8.76 | Compare |
See top fund managers for Allocation--70% to 85% Equity Category Funds
Other Financial Data Web Sites on RidgeWorth Growth Allocation Strategy C Fund (SGILX)
Addition research sites for RidgeWorth Growth Allocation Strategy C Fund (SGILX)
- U.S. Securities and Exchange Commission Filing on RidgeWorth Growth Allocation Strategy C Fund (SGILX)
- Google Finance page on RidgeWorth Growth Allocation Strategy C Fund (SGILX)
- Morningstar page on RidgeWorth Growth Allocation Strategy C Fund (SGILX)
- Yahoo Finance page on RidgeWorth Growth Allocation Strategy C Fund (SGILX)
- MSN MoneyCentral Finance page on RidgeWorth Growth Allocation Strategy C Fund (SGILX)
- Reuters Finance page on RidgeWorth Growth Allocation Strategy C Fund (SGILX)
- Yahoo Message Board on RidgeWorth Growth Allocation Strategy C Fund (SGILX)
 
See more information on RidgeWorth Growth Allocation Strategy C (SGILX) Fund
Popular pages on RidgeWorth Growth Allocation Strategy C (SGILX) Fund
- RidgeWorth Growth Allocation Strategy C (SGILX) Fund Research and Recommendation
- RidgeWorth Growth Allocation Strategy C (SGILX) Fund Performance Data
- RidgeWorth Growth Allocation Strategy C (SGILX) Fund Manager Information
- Historic RidgeWorth Growth Allocation Strategy C (SGILX) Fund Asset Allocation Report
- Historic RidgeWorth Growth Allocation Strategy C (SGILX) Fund Top 10 Holding Tracking
- Historic RidgeWorth Growth Allocation Strategy C (SGILX) Fund Asset Under Management Tracking