DWS Large Cap Tax Advantaged Composite (S:0P0001JH0K)
65.49
+0.22
(+0.34%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 06, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| JPMorgan Chase & Co. | 5.02% | 296.10 | 0.51% |
| Exxon Mobil Corp. | 4.13% | 163.36 | 1.66% |
| Johnson & Johnson | 3.82% | 240.81 | -0.92% |
| Verizon Communications, Inc. | 2.83% | 49.11 | -0.59% |
| AbbVie, Inc. | 2.75% | 206.01 | -1.36% |
| Crown Castle, Inc. | 2.69% | 86.58 | 2.12% |
| Altria Group, Inc. | 2.23% | 66.50 | 1.13% |
| The Coca-Cola Co. | 1.92% | 77.24 | 0.68% |
| Cisco Systems, Inc. | 1.89% | 80.44 | 1.80% |
| Philip Morris International, Inc. | 1.72% | 160.29 | 1.39% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |