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| Release date as of 2024-03-31. Data on page is subject to change. |
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Overall Morningstar
Rating™
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| What is this?
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| As of 2024-03-31 |
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Out of 1111
Large Growth Funds
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| Total Fund Assets ($ Mil) |
| 1,049.84 |
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| Investment Objective & Strategy |
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| The investment seeks to provide long-term growth of capital.
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| 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® Index (generally 500 of the largest companies in the U.S.) or the Russell 1000® 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). |
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| Morningstar Category: Large Growth |
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| Large-growth portfolios invest primarily in big U.S. companies that are projected to grow faster than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Most of these portfolios focus on companies in rapidly expanding industries.
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| There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund. |
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| % of Net Assets |
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U.S. Stocks |
98.8 |
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Non-U.S. Stocks |
0.0 |
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Bonds |
0.0 |
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Cash |
1.2 |
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Other |
0.0 |
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| Data through 2024-02-29 |
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| Morningstar Equity Sectors |
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% of Stocks |
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Cyclical |
22.22 |
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Basic Materials |
0.73 |
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Consumer Cyclical |
8.81 |
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Financial Services |
10.93 |
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Real Estate |
1.75 |
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Sensitive |
61.97 |
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Communication Services |
11.81 |
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Energy |
0.00 |
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Industrials |
5.04 |
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Technology |
45.12 |
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Defensive |
15.80 |
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Consumer Defensive |
3.36 |
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Healthcare |
12.44 |
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Utilities |
0.00 |
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| Data through 2024-02-29 |
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| Total Number of Stock Holdings |
73 |
| Total Number of Bond Holdings |
0 |
| % of Net Assets in Top 10 Holdings |
46.69 |
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| Turnover % |
(as of 2023-12-31) |
16.00 |
| 30 Day SEC Yield % |
0.00 |
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Sector |
P/E |
% of Net
Assets
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Microsoft Corp |
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38.04 |
10.78 |
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Apple Inc |
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26.67 |
7.89 |
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NVIDIA Corp |
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75.74 |
7.54 |
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Amazon.com Inc |
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62.20 |
4.68 |
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Progressive Corp |
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31.43 |
3.85 |
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Meta Platforms Inc Class A |
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32.66 |
3.14 |
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Synopsys Inc |
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63.08 |
2.26 |
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Alphabet Inc Class A |
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26.02 |
2.25 |
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Visa Inc Class A |
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32.15 |
2.21 |
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Alphabet Inc Class C |
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26.25 |
2.09 |
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| Lending, Credit and Counterparty, Foreign Securities, Loss of Money, Not FDIC Insured, Growth Investing, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Restricted/Illiquid Securities, Pricing, Management, Mid-Cap |
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| Show Risk Definitions |
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| Inception Date: 1997-05-12 |
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| Sebastian P. Werner (2016-10-03) |
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| Sebastian P. Werner, PhD, Head of Investment Strategy Equity. He Joined DWS in 2008; Previously, he served as a Research assistand for the Endowed Chair of Asset Management at the European Business School, Oestrich-Winkel while earning his PhD. He hold a MBA in International Management from the Thunderbird School fo Global Management. And he also holds a Masters Degree ("Diplom-Kaufmann") and PhD in Finance ("Dr.rer.pol.") from the European Business School, Oestrich-Winkel. |
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| DWS Investment Management Americas, Inc. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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