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) 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) 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) 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

*Note: The price change will reset to 0 after the midnight

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)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.