About DCUSX
DWS CROCI U.S. Fund - Class S is an actively managed mutual fund focused on achieving long-term capital growth by investing primarily in large-cap U.S. equities. The fund leverages the proprietary CROCI® (Cash Return on Capital Invested) valuation methodology, which aims to identify companies offering economic value based on a fundamental, standardized analysis of financial metrics. This approach enables rigorous, apples-to-apples comparisons across different firms and sectors, filtering out accounting disparities and emphasizing genuine economic performance. Managed by experienced portfolio managers, the fund systematically selects U.S. companies from a broad universe, screening for favorable CROCI Economic Price-Earnings ratios, and typically excludes financial and real estate sectors from its selection universe.
The portfolio is constructed with a diversified set of holdings, regularly rebalanced, and reviewed based on the CROCI investment process, which is supported by a dedicated team of analysts. This positions the fund within the large value category, appealing to investors seeking a disciplined, value-oriented approach to U.S. equity exposure. With a low expense ratio and a history dating back to 2015, the fund continues to offer targeted access to attractively valued U.S. large-cap equities based on underlying economic fundamentals.
Fund Family DWS
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol DCUSX
Share Class Class S
Index Russell 1000 Value TR
DCUSX had a total return of 26.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.84%.
