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RidgeWorth Small Cap Growth Stock A (SCGIX) Fund Ranking and Research

Ranking, Research and Recommendation of RidgeWorth Small Cap Growth Stock A (SCGIX) Fund

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

 

Graph of RidgeWorth Small Cap Growth Stock A Fund (SCGIX) ManagerFund Manager - Sandeep Bhatia

Fund Manager Information

Fund Manager Tenure: 8.5 years
Fund Family: RidgeWorth
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.41)     (What does this score mean?)

 

Graph of RidgeWorth Small Cap Growth Stock A Fund (SCGIX) ProfileRidgeWorth Small Cap Growth Stock A Fund (SCGIX) Profile

Fund Profile and Description

RidgeWorth Small Cap Growth Stock A Fund seeks capital appreciation. RidgeWorth Small Cap Growth Stock A Fund invests at least 80% of net assets in U.S. traded equity securities of small cap companies. U.S. traded equity securities may include American Depositary Receipts ("ADRs"). The Sub-adviser considers small-cap companies to be companies with market capitalizations similar to those of companies in the Russell 2000 Growth Index. In addition, to implement the investment strategy, the fund may buy or sell, to a limited extent, derivative instruments.

 

RidgeWorth Small Cap Growth Stock A (SCGIX) Fund Strength What we like about RidgeWorth Small Cap Growth Stock A (SCGIX) Fund

Data for RidgeWorth Small Cap Growth Stock A Fund (SCGIX) as of May 30, 2016

  • RidgeWorth Small Cap Growth Stock A Fund (SCGIX) management has been with RidgeWorth Small Cap Growth Stock A Fund for 8.5 years
  • RidgeWorth Small Cap Growth Stock A Fund (SCGIX) has good short-term performance (1-year return -7.67% vs -7.74% Small Growth category median performance)

RidgeWorth Small Cap Growth Stock A Fund (SCGIX) Weakness What we are cautious about RidgeWorth Small Cap Growth Stock A (SCGIX) Fund

Data for RidgeWorth Small Cap Growth Stock A Fund (SCGIX) as of May 30, 2016

  • RidgeWorth Small Cap Growth Stock A Fund (SCGIX) has a less-than-ideal mid-term performance (3-year return 4.68% vs 6.86% Small Growth category median performance)
  • RidgeWorth Small Cap Growth Stock A Fund (SCGIX) has a less-than-ideal Long-term performance (5-year return 5.96% vs 7.01% Small Growth category median performance)
  • RidgeWorth Small Cap Growth Stock A Fund (SCGIX) ratio of up-years vs down years can be improved
  • RidgeWorth Small Cap Growth Stock A Fund (SCGIX) has a Morningstar rating of 3 and below
  • RidgeWorth Small Cap Growth Stock A Fund (SCGIX) is less safe compared to its Small Growth peers
  • RidgeWorth Small Cap Growth Stock A Fund (SCGIX) has an annual stock turnover rate of 73.00% that is higher than the Small Growth average of 63.11%. This could mean RidgeWorth Small Cap Growth Stock A is more nimble, but also signal potential high tax impact and high trading fees
  • RidgeWorth Small Cap Growth Stock A Fund (SCGIX) does not have a good risk adjusted return as its 3-year Alpha of -6.05 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.36
  • RidgeWorth Small Cap Growth Stock A Fund (SCGIX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.14 that is higher than category average of 15.82
  • RidgeWorth Small Cap Growth Stock A Fund (SCGIX) has a higher expense ratio of 1.37% than its Small Growth average of 1.31%
  • RidgeWorth Small Cap Growth Stock A Fund (SCGIX) carries a 5.75% load
See RidgeWorth Small Cap Growth Stock A Fund (SCGIX) performance details as of May 30, 2016

 

What do you think?

 

Compare RidgeWorth Small Cap Growth Stock A Fund (SCGIX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
RidgeWorth Small Cap Growth Stock A-0.93-7.674.685.96
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare RidgeWorth Small Cap Growth Stock A Fund (SCGIX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of RidgeWorth Small Cap Growth Stock A Fund (SCGIX) Net Asset TrackingRidgeWorth Small Cap Growth Stock A (SCGIX) Fund Net Asset

Track net asset change of RidgeWorth Small Cap Growth Stock A fund (SCGIX)

DateNet Asset
05/2016$50.85M
03/2016$51.37M
02/2016$48.37M
More historic net asset information on RidgeWorth Small Cap Growth Stock A Fund (SCGIX)

  

Graph of RidgeWorth Small Cap Growth Stock A Fund (SCGIX) Portfolio TrackingRidgeWorth Small Cap Growth Stock A (SCGIX) Fund Portfolio Allocation

Track portfolio allocation change of RidgeWorth Small Cap Growth Stock A fund (SCGIX)

DateCashStockBondOther
04/20160.95%99.05%0%0%
03/20160.65%99.35%0%0%
01/20160.55%99.45%0%0%
Click here to see more historic asset allocation information on RidgeWorth Small Cap Growth Stock A Fund (SCGIX)

 

graph of RidgeWorth Small Cap Growth Stock A Fund (SCGIX) Top 10 Position TrackingTop 10 Holdings in RidgeWorth Small Cap Growth Stock A (SCGIX) Fund

Discover what RidgeWorth Small Cap Growth Stock A Fund (SCGIX) manager is buying

Apr 29, 2016
Littelfuse, Inc. [1.7%]
MarketAxess Holdings, Inc. [1.61%]
Ligand Pharmaceuticals Incorpor [1.57%]
CSG Systems International, Inc. [1.55%]
HealthSouth Corporation Common [1.55%]
Dycom Industries, Inc. Common S [1.52%]
AMN Healthcare Services Inc AMN [1.5%]
Guidewire Software, Inc. Common [1.49%]
Sinclair Broadcast Group, Inc. [1.49%]
Manhattan Associates, Inc. [1.48%]

Mar 30, 2016
Manhattan Associates, Inc. [1.95%]
ABIOMED, Inc. [1.87%]
Ligand Pharmaceuticals Incorpor [1.85%]
Proofpoint, Inc. [1.77%]
Littelfuse, Inc. [1.76%]
Tenneco Inc. Common Stock [1.62%]
MarketAxess Holdings, Inc. [1.6%]
AAON, Inc. [1.59%]
CSG Systems International, Inc. [1.54%]
Imperva, Inc. Common Stock [1.51%]

Jan 30, 2016
Ellie Mae, Inc. Common Stock [2.35%]
Caseys General Stores, Inc. [2.02%]
Manhattan Associates, Inc. [2.02%]
Imperva, Inc. Common Stock [1.9%]
Fleetmatics Group PLC Ordinary [1.84%]
Proofpoint, Inc. [1.81%]
Ligand Pharmaceuticals Incorpor [1.77%]
Integrated Device Technology, I [1.76%]
Heico Corporation Common Stock [1.72%]
ABIOMED, Inc. [1.72%]
Click here for Stock Holding Change Map in RidgeWorth Small Cap Growth Stock A Fund (SCGIX)

  

Latest News on RidgeWorth Small Cap Growth Stock A (SCGIX) Fund

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RidgeWorth Small Cap Growth Stock A Fund (SCGIX) Related ResourcesSee more information on RidgeWorth Small Cap Growth Stock A (SCGIX) Fund

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