Morningstar

DWS Capital Growth R6 SDGZX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 126.80  /  +0.17 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 17%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:28 PM GMT+0

Morningstar’s Analysis SDGZX

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

  • People Pillar

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

DWS Capital Growth R6’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 sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SDGZX

More SDGZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.40 227.4 Mil
Technology

Microsoft Corp

9.92 217.0 Mil
Technology

Apple Inc

9.16 200.4 Mil
Technology

Amazon.com Inc

4.41 96.4 Mil
Consumer Cyclical

Progressive Corp

3.52 76.9 Mil
Financial Services

Meta Platforms Inc Class A

3.05 66.7 Mil
Communication Services

Alphabet Inc Class A

2.44 53.3 Mil
Communication Services

Alphabet Inc Class C

2.25 49.1 Mil
Communication Services

Mastercard Inc Class A

1.91 41.8 Mil
Financial Services

Thermo Fisher Scientific Inc

1.91 41.7 Mil
Healthcare

Sponsor Center