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Morningstar

DWS Small Cap Core Inst SZCIX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 47.70  /  +0.02 %
  • Total Assets 799.8 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.73%
  • Turnover 12%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis SZCIX

Will SZCIX 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 SZCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SZCIX 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 SZCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SZCIX

More SZCIX 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