Nasdaq - Delayed Quote USD

DWS Capital Growth Institutional (SDGTX)

113.21 -0.27 (-0.24%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 113.48
  • YTD Return 11.62%
  • Expense Ratio 0.69%
  • Category Large Growth
  • Last Cap Gain 65.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.11B
  • Beta (5Y Monthly) 1.14
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.08
  • Inception Date Aug 19, 2002

The fund normally invests at least 65% of total assets in equities, mainly common stocks of U.S. companies. It generally focuses on established companies that are similar in size to the companies in the S&P 500® Index (generally 500 of the largest companies in the U.S.) or the Russell 1000® Growth Index (generally those stocks among the 1,000 largest U.S. companies that have relatively higher price-to-earnings ratios and higher forecasted growth values).

DWS

Fund Family

Large Growth

Fund Category

2.11B

Net Assets

2002-08-19

Inception Date

Performance Overview: SDGTX

Trailing returns as of 4/23/2024. Category is Large Growth.

YTD Return

SDGTX
11.62%
Category
12.38%
 

1-Year Return

SDGTX
36.04%
Category
41.70%
 

3-Year Return

SDGTX
9.28%
Category
22.56%
 

5-Year Return

SDGTX
16.08%
Category
21.98%
 

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Holdings: SDGTX

Top 10 Holdings (46.78% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 10.76%
AAPL
Apple Inc. 7.90%
NVDA
NVIDIA Corporation 7.53%
AMZN
Amazon.com, Inc. 4.77%
PGR
The Progressive Corporation 3.85%
META
Meta Platforms, Inc. 3.14%
GOOGL
Alphabet Inc. 2.26%
SNPS
Synopsys, Inc. 2.26%
V
Visa Inc. 2.23%
GOOG
Alphabet Inc. 2.08%

Sector Weightings

SectorSDGTX
Technology   45.05%
Healthcare   12.44%
Industrials   5.04%
Real Estate   1.75%
Utilities   0.00%
Energy   0.00%

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