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DWS Core Equity S SCDGX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 33.12  /  −0.36 %
  • Total Assets 4.3 Bil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.86%
  • Turnover 33%

USD | NAV as of Feb 26, 2024 | 1-Day Return as of Feb 26, 2024, 11:14 PM GMT+0

Morningstar’s Analysis SCDGX

Will SCDGX outperform in future?

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

True to its conservative aims.

Analyst Drew Carter

Drew Carter

Analyst

Summary

DWS Core Equity is led by an experienced manager, but its tight constraints and small team limit its Morningstar Analyst Rating to Neutral.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SCDGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.32 343.9 Mil
Technology

Microsoft Corp

8.29 342.6 Mil
Technology

Alphabet Inc Class C

3.10 128.2 Mil
Communication Services

Amazon.com Inc

2.83 117.0 Mil
Consumer Cyclical

JPMorgan Chase & Co

2.74 113.3 Mil
Financial Services

Visa Inc Class A

2.16 89.2 Mil
Financial Services

NVIDIA Corp

1.97 81.3 Mil
Technology

Oracle Corp

1.91 78.9 Mil
Technology

Meta Platforms Inc Class A

1.89 78.0 Mil
Communication Services

HF Sinclair Corp

1.81 75.0 Mil
Energy