Morningstar

DWS Small Cap Core A SZCAX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 47.39  /  +0.83 %
  • Total Assets 854.2 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.40%
  • Turnover 12%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis SZCAX

Will SZCAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SZCAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SZCAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SZCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin DWS Small Cap Core A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SZCAX

More SZCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dws Central Cash Management Government Fund

10.72 89.8 Mil
Cash and Equivalents

The Bancorp Inc

4.69 39.3 Mil
Financial Services

Stride Inc

3.93 32.9 Mil
Consumer Defensive

Ligand Pharmaceuticals Inc

2.91 24.3 Mil
Healthcare

Kyndryl Holdings Inc Ordinary Shares

2.69 22.5 Mil
Technology

Cantaloupe Inc

2.40 20.1 Mil
Technology

Sprouts Farmers Market Inc

2.25 18.9 Mil
Consumer Defensive

Rush Enterprises Inc Class A

2.20 18.4 Mil
Consumer Cyclical

The Brink's Co

2.12 17.7 Mil
Industrials

RadNet Inc

1.98 16.6 Mil
Healthcare

Sponsor Center