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DWS Capital Growth Institutional SDGTX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 123.84  /  −0.02 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 17%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:21 PM GMT+0

Morningstar’s Analysis SDGTX

Will SDGTX outperform in future?

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

DWS Capital Growth Institutional’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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.

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Portfolio Holdings SDGTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 47.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.46 208.0 Mil
Technology

NVIDIA Corp

8.50 169.0 Mil
Technology

Apple Inc

7.69 153.0 Mil
Technology

Amazon.com Inc

4.88 97.0 Mil
Consumer Cyclical

Progressive Corp

3.60 71.6 Mil
Financial Services

Meta Platforms Inc Class A

2.84 56.5 Mil
Communication Services

Alphabet Inc Class A

2.74 54.6 Mil
Communication Services

Alphabet Inc Class C

2.53 50.3 Mil
Communication Services

Visa Inc Class A

2.19 43.6 Mil
Financial Services

Synopsys Inc

2.16 42.9 Mil
Technology