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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)

    Last Trade: $ on , Change: (0%)

RidgeWorth Growth Allocation Strategy C Fund (SGILX) HighlightRidgeWorth 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% Equity
Fund 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) CostRidgeWorth Growth Allocation Strategy C Fund (SGILX) Cost

RidgeWorth Growth Allocation Strategy C Fund (SGILX) various investment related cost

Initial Investment: 5,000
Total 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) PerformanceRidgeWorth 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

RidgeWorth Growth Allocation Strategy C Fund (SGILX) topholdingTop Stock Holdings in RidgeWorth Growth Allocation Strategy C Fund (SGILX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
RidgeWorth Large Cap Growth Stock IS24.1%N/A
RidgeWorth Large Cap Value Equity IS17.74%N/A
RidgeWorth Seix Total Return Bond IS10.52%N/A
iShares Core US Aggregate Bond10.39%N/A
RidgeWorth Mid-Cap Value Equity IS6.65%N/A
iShares Currency Hedged MSCI EAFE5.81%N/A
RidgeWorth International Equity IS3.99%N/A
VanEck Vectors Gold Miners ETF2.51%N/A
RidgeWorth Small Cap Value Equity I1.66%N/A
RidgeWorth Small Cap Growth Stock IS1.55%N/A
*Note: The price change will reset to 0 after the midnight

 

RidgeWorth Growth Allocation Strategy C Fund (SGILX) Portfolio AllocationRidgeWorth Growth Allocation Strategy C Fund (SGILX) Fund Portfolio Allocation

RidgeWorth Growth Allocation Strategy C Fund (SGILX) Fund Portfolio Allocation data as of 04/2016

Stock65.82%
Bond22.18%
Cash11.87%
Other0.12%

 

RidgeWorth Growth Allocation Strategy C Fund (SGILX) CompareCompare 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

Fund1 Year3 year5 year
RidgeWorth Growth Allocation Strategy C-4.135.395.13
American Funds Income Fund of Amer R6 (RIDGX)0.676.887.98 Compare
Delaware Dividend Income Instl (DDIIX)-0.726.057.28 Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)1.8410.728.76 Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

RidgeWorth Growth Allocation Strategy C Fund (SGILX) PerformanceOther Financial Data Web Sites on RidgeWorth Growth Allocation Strategy C Fund (SGILX)

Addition research sites for RidgeWorth Growth Allocation Strategy C Fund (SGILX)

 

RidgeWorth Growth Allocation Strategy C Fund (SGILX) Related ResourcesSee more information on RidgeWorth Growth Allocation Strategy C (SGILX) Fund

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