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Morningstar

DWS Small Cap Core C SZCCX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 35.08  /  +0.69 %
  • Total Assets 777.5 Mil
  • Adj. Expense Ratio
    1.980%
  • Expense Ratio 1.980%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 12%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SZCCX

Will SZCCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SZCCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SZCCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SZCCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin DWS Small Cap Core C's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SZCCX

More SZCCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dws Central Cash Management Government Fund

8.47 69.3 Mil
Cash and Equivalents

Stride Inc

3.27 26.8 Mil
Consumer Defensive

Builders FirstSource Inc

2.93 24.0 Mil
Industrials

The Bancorp Inc

2.45 20.1 Mil
Financial Services

Kyndryl Holdings Inc Ordinary Shares

2.39 19.6 Mil
Technology

Sprouts Farmers Market Inc

2.36 19.3 Mil
Consumer Defensive

Rush Enterprises Inc Class A

2.29 18.7 Mil
Consumer Cyclical

Cantaloupe Inc

1.96 16.0 Mil
Technology

Chart Industries Inc

1.81 14.8 Mil
Industrials

Installed Building Products Inc

1.74 14.2 Mil
Consumer Cyclical