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Morningstar

DWS Capital Growth C SDGCX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 72.96  /  0.01 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.760%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 8%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:24 PM GMT+0

Morningstar’s Analysis SDGCX

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

People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SDGCX

More SDGCX Holdings
  • Current Portfolio Date
  • Equity Holdings 72
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 46.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

10.53
198,945,701
Technology

Microsoft Corp

10.27
194,003,542
Technology

NVIDIA Corp

5.23
98,797,723
Technology

Amazon.com Inc

4.24
80,131,134
Consumer Cyclical

Thermo Fisher Scientific Inc

3.12
58,867,926
Healthcare

Progressive Corp

3.01
56,889,293
Financial Services

Alphabet Inc Class A

2.55
48,100,382
Communication Services

Mastercard Inc Class A

2.48
46,819,567
Financial Services

Meta Platforms Inc Class A

2.40
45,261,909
Communication Services

Alphabet Inc Class C

2.33
43,969,428
Communication Services