DWS Core Equity Fund Class S

 (MUTF:SCDGX)   Watch this mutual fund  
Find more results for MUTF:SCDGX

Performance

Trailing returns

1 day   +1.33%
   
1 week
   
-0.82%  
4 week
   
-1.48%  
3 month
   
-1.82%  
YTD
   
-1.40%  
1 year   +21.07%
   
3 years*   +13.22%
   
5 years*   +18.98%
   
*annualized
Best 3 month return+26.16%  
Worst 3 month return-33.61%  

Morningstar statistics

Morningstar category: Large Blend
  Return Risk Rating
3 years Average Above Average
5 years Above Average Above Average
10 years Average Above Average
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets3.19B 
Front load-  
Deferred load-  
Expense ratio0.61%  
Management fee-  
Fund familyDWS Investments 

Asset allocation

Cash0.00%  
Stocks99.74%  
Bonds0.17%  
Convertible0.09%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$50  
IRA Initial$1,000  
AIP Initial$1,000  
AIP Additional$50  
22.91+0.06(0.26%)
Apr 17, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital, current income and growth of income. Under normal circumstances, the fund invests at least 80% of total assets, determined at the time of purchase, in equities, mainly common stocks. Although the fund can invest in companies of any size and from any country, it invests primarily in large US companies.
Fund filings (PDF) »
Asset managers:
Brendan O'Neill (Started: May 31, 2013)
Thomas Hynes (Started: May 31, 2013)
Pankaj Bhatnagar (Started: May 31, 2013)
Owen Fitzpatrick (Started: May 31, 2013)
Advisor Company:
Deutsche Inv Mgmt Americas Inc
Fund family reports on Morningstar »
DWS Investments Services, P.O. Box 219151, Kansas City, MO 64121-9151, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -2.50 -2.95 -1.35 -0.61
Beta* 1.10 1.17 1.08 1.06
Mean annual return 1.66 1.16 1.72 0.67
R-squared* 88.50 94.91 95.79 95.87
Standard deviation 11.65 14.94 15.52 15.88
Sharpe ratio 1.71 0.93 1.33 0.40
* Against standard index

Top 10 holdings

Security Net Assets  
Google Inc Class A (GOOG) 3.32%  
Citigroup Inc (C) 2.96%  
Apple Inc (AAPL) 2.80%  
Chevron Corp (CVX) 2.80%  
Gilead Sciences Inc (GILD) 2.43%  
Express Scripts (ESRX) 2.33%  
Discover Financial Services (DFS) 2.02%  
JPMorgan Chase & Co (JPM) 2.01%  
Nike, Inc. Class B (NKE) 1.96%  
Prudential Financial Inc (PRU) 1.93%