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Morningstar

DWS Global Small Cap S SGSCX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 32.54  /  +1.85 %
  • Total Assets 167.4 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Global Small/Mid Stock
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.96%
  • Turnover 24%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SGSCX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit DWS Global Small Cap S to 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 SGSCX

More SGSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Aspen Aerogels Inc

2.52 4.2 Mil
Industrials

Casey's General Stores Inc

2.10 3.5 Mil
Consumer Cyclical

TopBuild Corp

2.07 3.4 Mil
Industrials

Buzzi Spa

2.05 3.4 Mil
Basic Materials

Rush Enterprises Inc Class A

2.03 3.4 Mil
Consumer Cyclical

Modine Manufacturing Co

1.99 3.3 Mil
Consumer Cyclical

OC Oerlikon Corp AG, Pfaffikon

1.93 3.2 Mil
Industrials

Thermon Group Holdings Inc

1.88 3.1 Mil
Industrials

Builders FirstSource Inc

1.87 3.1 Mil
Industrials

Synovus Financial Corp

1.67 2.8 Mil
Financial Services