DWS Capital Growth Institutional holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
DWS Capital Growth Fund - Class Institutional SDGTX
- NAV / 1-Day Return 129.98 / +1.99 %
- Total Assets 2.2B
-
Adj. Expense Ratio
0.690%
- Expense Ratio 0.670%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.00
- Turnover 13%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 2:15 AM GMT+0
Morningstar’s Analysis SDGTX
Will SDGTX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SDGTX 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 SDGTX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 57.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 14.09 | 311M | Technology |
Apple Inc | 8.70 | 192M | Technology |
Microsoft Corp | 8.12 | 180M | Technology |
Broadcom Inc | 5.92 | 131M | Technology |
Amazon.com Inc | 5.16 | 114M | Consumer Cyclical |
Alphabet Inc Class A | 4.57 | 101M | Communication Services |
Alphabet Inc Class C | 3.61 | 80M | Communication Services |
Meta Platforms Inc Class A | 3.41 | 75M | Communication Services |
Mastercard Inc Class A | 1.96 | 43M | Financial Services |
Quanta Services Inc | 1.75 | 39M | Industrials |
United States