Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | SCATX Insights | SCATX Score | SCATX Performance | SCATX News | SCATX Allocation | SCATX Holdings Change

RidgeWorth Aggressive Growth Stock I (SCATX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Aggressive Growth Stock I (SCATX) Fund

    Last Trade: $20.76 on 5/23/2017, Change: +0.02 (0.1%)

 

Graph of RidgeWorth Aggressive Growth Stock I Fund (SCATX) ManagerFund Manager - Nancy Zevenbergen

Fund Manager Information

Fund Manager Tenure: 13.3 years
Fund Family: RidgeWorth
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)
Zevenbergen has served as President and Chief Investment Officer for the Subadviser since January 1987. She has co-managed the Funds since they began operating in February 2004. Zevenbergen has more than 25 years of investment experience. Zevenbergen holds the Chartered Financial Analyst designation.  Get more insights on Nancy Zevenbergen

 

Graph of RidgeWorth Aggressive Growth Stock I Fund (SCATX) ProfileRidgeWorth Aggressive Growth Stock I Fund (SCATX) Profile

Fund Profile and Description

RidgeWorth Aggressive Growth Stock I Fund seeks long-term capital appreciation. RidgeWorth Aggressive Growth Stock I Fund primarily invests at least 80% of net assets in common stocks and other U.S. traded equity securities. U.S. traded equity securities may include listed American Depositary Receipts. It may invest in companies of any size. In addition, the fund may buy or sell, to a limited extent, derivative instruments.

 

RidgeWorth Aggressive Growth Stock I (SCATX) Fund Strength What we like about RidgeWorth Aggressive Growth Stock I (SCATX) Fund

Data for RidgeWorth Aggressive Growth Stock I Fund (SCATX) as of May 30, 2016

  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) management has been with RidgeWorth Aggressive Growth Stock I Fund for 13.3 years
  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) ratio of up-years vs down years is greater than 2
  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

RidgeWorth Aggressive Growth Stock I Fund (SCATX) Weakness What we are cautious about RidgeWorth Aggressive Growth Stock I (SCATX) Fund

Data for RidgeWorth Aggressive Growth Stock I Fund (SCATX) as of May 30, 2016

  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) has a less-than-ideal short-term performance (1-year return -8.98% vs -1.74% Large Growth category median performance)
  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) has a less-than-ideal mid-term performance (3-year return 9.41% vs 10.74% Large Growth category median performance)
  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) has a less-than-ideal Long-term performance (5-year return 7.37% vs 10.14% Large Growth category median performance)
  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) has a Morningstar rating of 3 and below
  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) is less safe compared to its Large Growth peers
  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) has an annual stock turnover rate of 59.00% that is higher than the Large Growth average of 50.46%. This could mean RidgeWorth Aggressive Growth Stock I is more nimble, but also signal potential high tax impact and high trading fees
  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) is more volatile than its peers as it has a 3-year Standard Deviation of 17.55 that is higher than category average of 12.75
  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) has a higher expense ratio of 1.31% than its Large Growth average of 1.17%
See RidgeWorth Aggressive Growth Stock I Fund (SCATX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Aggressive Growth Stock I Fund (SCATX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Aggressive Growth Stock I-7.41-8.989.417.37
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare RidgeWorth Aggressive Growth Stock I Fund (SCATX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of RidgeWorth Aggressive Growth Stock I Fund (SCATX) Net Asset TrackingRidgeWorth Aggressive Growth Stock I (SCATX) Fund Net Asset

Track net asset change of RidgeWorth Aggressive Growth Stock I fund (SCATX)

DateNet Asset
05/2016$25.40M
03/2016$26.28M
02/2016$24.03M
More historic net asset information on RidgeWorth Aggressive Growth Stock I Fund (SCATX)

  

Graph of RidgeWorth Aggressive Growth Stock I Fund (SCATX) Portfolio TrackingRidgeWorth Aggressive Growth Stock I (SCATX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Aggressive Growth Stock I fund (SCATX)

DateCashStockBondOther
04/20161.05%98.95%0%0%
03/20160%100%0%0%
01/20160.02%99.98%0%0%
Click here to see more historic asset allocation information on RidgeWorth Aggressive Growth Stock I Fund (SCATX)

 

graph of RidgeWorth Aggressive Growth Stock I Fund (SCATX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Aggressive Growth Stock I (SCATX) Fund

Discover what RidgeWorth Aggressive Growth Stock I Fund (SCATX) manager is buying

Apr 29, 2016
Amazon.com, Inc. [7.92%]
Facebook, Inc. [6.05%]
Tesla Motors, Inc. [5.88%]
XPO Logistics, Inc. [5.75%]
Netflix, Inc. [5.07%]
Celgene Corporation [4.89%]
Alphabet Inc. [4.25%]
Charles Schwab Corporation (The [3.64%]
Palo Alto Networks, Inc. Common [3.46%]
MercadoLibre Inc [3.42%]

Mar 30, 2016
Amazon.com, Inc. [7.24%]
Tesla Motors, Inc. [6.75%]
XPO Logistics, Inc. [6.14%]
Facebook, Inc. [5.96%]
Netflix, Inc. [5.85%]
Celgene Corporation [4.81%]
Alphabet Inc. [4.65%]
Charles Schwab Corporation (The [3.64%]
MercadoLibre Inc [3.28%]
Chipotle Mexican Grill, Inc. Co [3.05%]

Jan 30, 2016
Amazon.com, Inc. [7.54%]
Facebook, Inc. [7.2%]
Tesla Motors, Inc. [5.91%]
Netflix, Inc. [5.53%]
Alphabet Inc. [5.04%]
Celgene Corporation [5.01%]
XPO Logistics, Inc. [4.86%]
FIRST REPUBLIC BANK Common Stoc [3.9%]
lululemon athletica inc. [3.76%]
Charles Schwab Corporation (The [3.49%]
Click here for Stock Holding Change Map in RidgeWorth Aggressive Growth Stock I Fund (SCATX)

  

Latest News on RidgeWorth Aggressive Growth Stock I (SCATX) Fund

See what is happening with RidgeWorth Aggressive Growth Stock I Fund (SCATX)

    No recent news

 

RidgeWorth Aggressive Growth Stock I Fund (SCATX) Related ResourcesSee more information on RidgeWorth Aggressive Growth Stock I (SCATX) Fund

Popular pages on RidgeWorth Aggressive Growth Stock I (SCATX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update