DWS Small Cap Core Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
DWS Small Cap Core Fund - Class Inst SZCIX
- NAV / 1-Day Return 58.11 / +0.71 %
- Total Assets 1.1B
-
Adj. Expense Ratio
0.860%
- Expense Ratio 0.870%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.37%
- Turnover 16%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 2:35 AM GMT+0
Morningstar’s Analysis SZCIX
Will SZCIX 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 SZCIX 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 SZCIX’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 28.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Ligand Pharmaceuticals Inc | 4.99 | 55M | Healthcare |
The Bancorp Inc | 4.07 | 45M | Financial Services |
Stride Inc | 3.52 | 39M | Consumer Defensive |
NEXTracker Inc Ordinary Shares - Class A | 2.97 | 33M | Technology |
Talkspace Inc Ordinary Shares | 2.82 | 31M | Healthcare |
Rush Enterprises Inc Class A | 2.35 | 26M | Consumer Cyclical |
Adeia Inc | 2.09 | 23M | Technology |
Essent Group Ltd | 2.06 | 23M | Financial Services |
Selective Insurance Group Inc | 1.90 | 21M | Financial Services |
Kyndryl Holdings Inc Ordinary Shares | 1.88 | 21M | Technology |
United States