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Mutual Fund Insights: RidgeWorth Aggressive Growth Stock I Fund (SCATX)

In-depth Analysis of RidgeWorth Aggressive Growth Stock I Fund (SCATX)

Mutual fund chart: RidgeWorth Aggressive Growth Stock I Fund (SCATX)

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See RidgeWorth Aggressive Growth Stock I Fund (SCATX) performance details as of January 31, 2010

  

    Last Trade: $12.84 on 3/17/2010, Change: +0.10 (0.78%)
Experiment our closing price forecasting tool for RidgeWorth Aggressive Growth Stock I Fund (SCATX) (alpha release)

  

Fund Manager - Nancy Zevenbergen

Fund Manager Tenure: 6.1 years
Fundmojo Fund Grade: A (Score: 0.77)     (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

  

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

Data for RidgeWorth Aggressive Growth Stock I Fund (SCATX) as of January 31, 2010

  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) management has been with RidgeWorth Aggressive Growth Stock I Fund for 6.1 years
  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) has good short-term performance (1-year return 51.96% vs 35.76% Large Growth category average)
  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) has good mid-term performance (3-year return -0.73% vs -5.20% Large Growth category average)
  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) has good Long-term performance (5-year return 4.12% vs 0.87% Large Growth category average)
  • 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) has a Morningstar rating of 4 and above
  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) has a lower management fee than its Large Growth average: 1.18% vs 1.33%
  • 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

  

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

Data for RidgeWorth Aggressive Growth Stock I Fund (SCATX) as of January 31, 2010

  • RidgeWorth Aggressive Growth Stock I Fund is a focused fund with 45.62% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • RidgeWorth Aggressive Growth Stock I Fund (SCATX) is more volatile than its peers as it has a 3-year Standard Deviation of 27.67 that is higher than category average of 21.28
See RidgeWorth Aggressive Growth Stock I Fund (SCATX) performance details as of January 31, 2010

  

  

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RidgeWorth Aggressive Growth Stock I Fund (SCATX) Net Asset

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

DateNet Asset
01/2010$98.91M
11/2009$107.84M
10/2009$100.96M
More historic net asset information on RidgeWorth Aggressive Growth Stock I Fund (SCATX)

  

RidgeWorth Aggressive Growth Stock I Fund (SCATX) Portfolio Allocation

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

DateCashStockBondOther
10/20090.07%99.94%0%0%
09/20090%100%0%0%
08/20090%100%0%0%
Click here to see more historic asset allocation information on RidgeWorth Aggressive Growth Stock I Fund (SCATX)

  

Most Recent Top 10 Holdings in RidgeWorth Aggressive Growth Stock I Fund (SCATX)

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

31-Oct-09
Apple Inc. [6.49%]
Cognizant Technology Solutions [6%]
Google Inc. [5.72%]
BLACKROCK INC [5.06%]
Amazon.com, Inc. [4.79%]
QUALCOMM Incorporated [4.48%]
Vistaprint NV [4.45%]
Gilead Sciences, Inc. [4.06%]
First Solar, Inc. [3.65%]
Blue Nile, Inc. [3.63%]

30-Sep-09
Apple Inc. [6.13%]
Cognizant Technology Solutions [5.82%]
Google Inc. [5.01%]
BLACKROCK INC [4.96%]
QUALCOMM Incorporated [4.67%]
First Solar, Inc. [4.49%]
Vistaprint NV [4.48%]
Gilead Sciences, Inc. [4.28%]
Amazon.com, Inc. [3.82%]
Blue Nile, Inc. [3.69%]

31-Aug-09
Cognizant Technology Solutions [6.18%]
Apple Inc. [5.99%]
QUALCOMM Incorporated [5.36%]
BLACKROCK INC [4.9%]
Google Inc. [4.89%]
Gilead Sciences, Inc. [4.83%]
First Solar, Inc. [3.86%]
Blue Nile, Inc. [3.61%]
Vistaprint NV [3.6%]
ALLIANCE DATA SYS CP [3.44%]
Click here for Stock Holding Change Map in RidgeWorth Aggressive Growth Stock I Fund (SCATX)

  

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