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Morningstar

DWS CROCI US S DCUSX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 13.51  /  −0.44 %
  • Total Assets 656.7 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.47%
  • Turnover 60%

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

Morningstar’s Analysis DCUSX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit DWS CROCI US S to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DCUSX

More DCUSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Merck & Co Inc

4.86 32.3 Mil
Healthcare

PACCAR Inc

4.80 31.9 Mil
Industrials

Alphabet Inc Class A

4.75 31.6 Mil
Communication Services

D.R. Horton Inc

4.19 27.8 Mil
Consumer Cyclical

Meta Platforms Inc Class A

4.04 26.8 Mil
Communication Services

Hewlett Packard Enterprise Co

3.54 23.5 Mil
Technology

Cognizant Technology Solutions Corp Class A

3.53 23.5 Mil
Technology

Fox Corp Class A

3.44 22.9 Mil
Communication Services

Johnson & Johnson

3.25 21.6 Mil
Healthcare

JPMorgan Chase & Co

3.21 21.4 Mil
Financial Services