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DWS S&P 500 Index C SXPCX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 42.65  /  −0.58 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.20%
  • Turnover 2%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 PM GMT+0

Morningstar’s Analysis SXPCX

Will SXPCX outperform in future?

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

A sound investment process and strong management team underpin DWS S&P 500 Index C's Morningstar Medalist Rating of Bronze.

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.

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Portfolio Holdings SXPCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.16 119.1 Mil
Technology

Apple Inc

6.15 102.3 Mil
Technology

NVIDIA Corp

4.55 75.7 Mil
Technology

Amazon.com Inc

3.74 62.2 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.53 42.1 Mil
Communication Services

Alphabet Inc Class A

1.91 31.7 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.73 28.9 Mil
Financial Services

Alphabet Inc Class C

1.62 27.0 Mil
Communication Services

Eli Lilly and Co

1.40 23.3 Mil
Healthcare

Broadcom Inc

1.33 22.1 Mil
Technology