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Morningstar

DWS Capital Growth A SDGAX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 97.58  /  0.69 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 8%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis SDGAX

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

People Pillar

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

DWS Capital Growth A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 SDGAX

More SDGAX Holdings
  • Current Portfolio Date
  • Equity Holdings 72
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 46.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

10.06
186,463,793
Technology

Microsoft Corp

10.01
185,517,404
Technology

NVIDIA Corp

5.52
102,269,483
Technology

Amazon.com Inc

4.37
81,077,425
Consumer Cyclical

Progressive Corp

3.19
59,070,085
Financial Services

Thermo Fisher Scientific Inc

2.96
54,937,859
Healthcare

Alphabet Inc Class A

2.61
48,366,903
Communication Services

Mastercard Inc Class A

2.59
48,023,043
Financial Services

Alphabet Inc Class C

2.40
44,465,552
Communication Services

Visa Inc Class A

2.28
42,202,910
Financial Services