DWS Capital Growth Fund A (SDGAX)
105.45
-5.73
(-5.15%)
USD |
Apr 03 2025
Key Stats
Customize
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund 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. The Fund generally focuses on established companies that are similar in size to the companies in the S&P 500 Index or the Russell 1000 Index. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Large-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Large-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | DWS |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
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Peer Group Low
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Peer Group High
1 Year
% Rank:
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Peer Group Low
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Peer Group High
3 Months
% Rank:
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Peer Group Low
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Peer Group High
3 Years
% Rank:
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Peer Group Low
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Peer Group High
6 Months
% Rank:
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Peer Group Low
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Peer Group High
5 Years
% Rank:
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Peer Group High
YTD
% Rank:
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Peer Group Low
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Peer Group High
10 Years
% Rank:
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Peer Group Low
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Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of April 04, 2025.
Asset Allocation
As of January 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.00% |
| Stock | 99.41% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.59% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| NVIDIA Corp | 10.16% | 94.35 | -7.32% |
| Microsoft Corp | 9.39% | 359.84 | -3.56% |
| Apple Inc | 8.37% | 188.23 | -7.36% |
| Amazon.com Inc | 5.88% | 171.24 | -4.02% |
| Meta Platforms Inc | 3.65% | 504.80 | -5.04% |
| Progressive Corp | 2.97% | 257.60 | -10.24% |
| Mastercard Inc | 2.43% | 489.92 | -7.66% |
| Alphabet Inc | 2.37% | 145.80 | -3.26% |
| Alphabet Inc | 2.19% | 147.78 | -3.18% |
| Broadcom Inc | 2.01% | 146.34 | -4.98% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | 0.23% |
| Actual Management Fee | 0.46% |
| Administration Fee | 806.6K% |
| Maximum Front Load | 5.75% |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | 0.00% |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 1000.00 None |
| Minimum Subsequent Investment | 50.00 None |
Basic Info
| Investment Strategy | |
| The Fund 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. The Fund generally focuses on established companies that are similar in size to the companies in the S&P 500 Index or the Russell 1000 Index. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Large-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Large-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | DWS |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| ROI (TTM) | -- |
| Return on Investment (TTM) | -- |
| Earning Yield | -- |
| LT Debt / Shareholders Equity | -- |
Growth Metrics
| EPS Growth (1Y) | 39.23% |
| EPS Growth (3Y) | 20.97% |
| EPS Growth (5Y) | 20.94% |
| Sales Growth (1Y) | 20.96% |
| Sales Growth (3Y) | 18.58% |
| Sales Growth (5Y) | 17.27% |
| Sales per Share Growth (1Y) | 22.89% |
| Sales per Share Growth (3Y) | 18.64% |
| Operating Cash Flow - Growth Ratge (3Y) | 20.71% |
As of January 31, 2025
Fund Details
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:SDGAX", "name") |
| Broad Asset Class: =YCI("M:SDGAX", "broad_asset_class") |
| Broad Category: =YCI("M:SDGAX", "broad_category_group") |
| Prospectus Objective: =YCI("M:SDGAX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |