Skip to Content
Morningstar

DWS Capital Growth Institutional SDGTX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 111.46  /  +0.80 %
  • Total Assets 2.0 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 Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SDGTX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

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-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SDGTX

More SDGTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.76 223.9 Mil
Technology

Apple Inc

7.90 164.5 Mil
Technology

NVIDIA Corp

7.53 156.8 Mil
Technology

Amazon.com Inc

4.77 99.3 Mil
Consumer Cyclical

Progressive Corp

3.85 80.2 Mil
Financial Services

Meta Platforms Inc Class A

3.14 65.3 Mil
Communication Services

Alphabet Inc Class A

2.26 47.0 Mil
Communication Services

Synopsys Inc

2.26 47.0 Mil
Technology

Visa Inc Class A

2.23 46.4 Mil
Financial Services

Alphabet Inc Class C

2.08 43.3 Mil
Communication Services