DWS Capital Growth B
345 Park Avenue
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Phone: 800-621-1048
| Category: | Large Growth | | Fund Family: | DWS Investments | | Net Assets: | 14.94M | | Year-to-Date Return: | 16.16% | | Yield: | 0.16% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Jun-01 |
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Richard Shepley
Lead Manager since
21-Sep-07 | | | Shepley is Managing Director of Deutsche Asset Management and Portfolio Manager of the fund. He Joined Deutsche Asset Management in 1998 and the fund in 2007. Shepley has previous experience includes eight years of investment industry experience as research analyst for global beverage and media sectors at Newton Investment Management and assistant manager in corporate tax and corporate insolvency department at Price Waterhouse, London. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to provide long-term growth of capital. The fund normally invests at least 65% of total assets in equities, mainly common stocks of U.S. companies. Although it can invest in companies of any size, it generally focuses on established companies that are similar in size to the companies in the S&P 500 index or the Russell 1000 Growth index. The fund may also invest in other types of equity securities such as preferred stocks or convertible securities. It may lend its investment securities in an amount up to 33 1/3% of total assets to approved institutional borrowers who need to borrow securities in order to complete certain transactions. |
| Last Dividend
(18-Dec-08):
| 0.07 | | Last Cap Gain
(20-Dec-01):
| 0.02 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 101.52% |
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| Expense | SDGBX | Category
Avg | | Total Expense Ratio: | 2.02%
| 1.33% | | Max 12b1 Fee: | 0.99%
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | 4.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ 934 | $658 | | 5 Yr Expense Projection*: |
$ 1,288 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,877 | $2,035 |
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1.46% Nasdaq 
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