Deutsche Capital Growth Fund Class R

 (MUTF:SDGRX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.12%
   
1 week   +2.67%
   
4 week   +3.11%
   
3 month   +6.44%
   
YTD   +10.45%
   
1 year   +16.69%
   
3 years*   +12.28%
   
5 years*   +12.74%
   
*annualized
Best 3 month return+19.02%  
Worst 3 month return-29.49%  

Morningstar statistics

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

Key statistics

Total assets1.54B 
Front load-  
Deferred load-  
Expense ratio1.37%  
Management fee-  
Fund familyDeutsche Asset Management 

Asset allocation

Cash0.00%  
Stocks98.77%  
Bonds0.00%  
Preferred0.02%  
Other1.21%  

Purchase information

Initial$0  
72.90+0.18(0.25%)
Apr 26, 8:00PM EDT Overall Morningstar RatingTM

Description

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. It generally focuses on established companies that are similar in size to the companies in the S&P 500 (Reg. TM) Index (generally 500 of the largest companies in the U.S.) or the Russell 1000 (Reg. TM) 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). It may also invest in other types of equity securities such as preferred stocks or convertible securities.
Fund filings (PDF) »
Asset manager:
Sebastian Werner (Started: Oct 3, 2016)
Advisor Company:
Deutsche Inv Mgmt Americas Inc
Fund family reports on Morningstar »
345 Park Avenue, 345 Park Avenue, New York, NY 10154, USA
212-454-0744 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -3.72 -0.49 -1.60 0.46
Beta* 1.15 1.09 1.06 0.96
Mean annual return 1.23 0.91 1.02 0.72
R-squared* 78.17 90.23 87.65 91.65
Standard deviation 8.09 11.96 11.50 15.41
Sharpe ratio 1.77 0.89 1.05 0.52
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 6.90%  
Microsoft Corp (MSFT) 4.66%  
Amazon.com Inc (AMZN) 3.17%  
Visa Inc Class A (V) 2.91%  
Celgene Corp (CELG) 2.63%  
The Home Depot Inc (HD) 2.60%  
Alphabet Inc A (GOOGL) 2.43%  
Walt Disney Co (DIS) 2.30%  
Alphabet Inc C (GOOG) 2.18%  
Boeing Co (BA) 2.14%