Morningstar

DWS Capital Growth C SDGCX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 91.13  /  +0.50 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.760%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 17%

USD | NAV as of Sep 30, 2024 | 1-Day Return as of Sep 30, 2024, 10:22 PM GMT+0

Morningstar’s Analysis SDGCX

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

  • People Pillar

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

Strength in DWS Capital Growth C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SDGCX

More SDGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.9
Top 10 Holdings
% Portfolio Weight
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