DWS Capital Growth Fund - Class Institutional (SDGTX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
130.81
+1.05 (0.81%)
Jun 27, 2025, 4:00 PM EDT
5.40%
Fund Assets 2.17B
Expense Ratio 0.70%
Min. Investment $1,000,000
Turnover 16.00%
Dividend (ttm) 11.14
Dividend Yield 8.79%
Dividend Growth 46.51%
Payout Frequency Annual
Ex-Dividend Date n/a
Previous Close 129.76
YTD Return 6.71%
1-Year Return 14.67%
5-Year Return 98.84%
52-Week Low 101.04
52-Week High 138.94
Beta (5Y) 1.12
Holdings 69
Inception Date Aug 19, 2002

About SDGTX

DWS Capital Growth Fund - Class Institutional is an actively managed mutual fund that emphasizes long-term capital appreciation through a focused portfolio of growth-oriented equities. The fund typically invests at least 65% of its assets in common stocks of U.S. companies, primarily targeting large-cap firms with robust growth prospects and strong business fundamentals. Its investment approach seeks out businesses believed to possess superior, dynamic growth potential, making it a representative of the large growth category. The fund’s holdings are notably concentrated, with nearly half of its assets allocated to its top ten positions, which include prominent technology and consumer companies such as NVIDIA, Microsoft, Apple, and Amazon. This strategic concentration reflects a conviction-based approach, aiming to leverage the growth trajectory of leading innovators across technology, consumer cyclical, financial services, and healthcare sectors. Designed for institutional investors, this share class offers a cost-efficient structure with competitive expense ratios, making it an attractive vehicle for those seeking exposure to established and emerging leaders in the U.S. equity market. Overall, the fund plays a significant role in diversified portfolios by providing access to growth-driven equities with the benefits of professional management.

Fund Family DWS
Category Large Growth
Stock Exchange NASDAQ
Ticker Symbol SDGTX
Share Class Institutional Class
Index Russell 1000 Growth TR

Performance

SDGTX had a total return of 14.67% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.63%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
VRGWX Vanguard Vanguard Russell 1000 Growth Index Fund Institutional Shares 0.07%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
SDGZX Class R6 0.60%
SCGSX Class S 0.66%
SDGAX Class A 0.90%
SDGCX Class C 1.76%

Top 10 Holdings

49.14% of assets
Name Symbol Weight
Microsoft Corporation MSFT 10.07%
NVIDIA Corporation NVDA 9.54%
Apple Inc. AAPL 7.92%
Amazon.com, Inc. AMZN 5.73%
Meta Platforms, Inc. META 3.23%
The Progressive Corporation PGR 3.19%
Mastercard Incorporated MA 2.49%
Alphabet Inc. GOOGL 2.38%
Netflix, Inc. NFLX 2.38%
Alphabet Inc. GOOG 2.20%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 12, 2024 $11.1388 Dec 13, 2024
Dec 13, 2023 $7.603 Dec 14, 2023
Dec 13, 2022 $6.4023 Dec 14, 2022
Dec 11, 2020 $6.1862 Dec 14, 2020
Dec 12, 2019 $5.0509 Dec 13, 2019
Dec 13, 2018 $11.1546 Dec 14, 2018
Full Dividend History