DWS Core Equity’s experienced quantitative manager has made two adjustments that aim to boost performance without adding market exposure; while both moves could make its performance profile more distinctive, they add risks in the near term.
DWS Core Equity S SCDGX
- NAV / 1-Day Return 32.80 / +0.92 %
- Total Assets 4.2 Bil
-
Adj. Expense Ratio
- 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 0.81%
- Turnover 33%
USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.59 | 373.5 Mil | Technology |
Apple Inc | 7.27 | 316.2 Mil | Technology |
Amazon.com Inc | 3.26 | 141.9 Mil | Consumer Cyclical |
NVIDIA Corp | 2.96 | 128.7 Mil | Technology |
Alphabet Inc Class C | 2.90 | 126.0 Mil | Communication Services |
JPMorgan Chase & Co | 2.83 | 122.8 Mil | Financial Services |
Meta Platforms Inc Class A | 2.46 | 107.0 Mil | Communication Services |
Visa Inc Class A | 2.21 | 95.9 Mil | Financial Services |
Oracle Corp | 1.90 | 82.8 Mil | Technology |
Caterpillar Inc | 1.90 | 82.7 Mil | Industrials |