DWS Capital Growth Fund - Class Institutional (SDGTX)

Fund Assets	1.85B
Expense Ratio	0.70%
Min. Investment	$1,000,000
Turnover	n/a
Dividend (ttm)	11.14
Dividend Yield	8.96%
Dividend Growth	46.51%
Payout Frequency	Annual
Ex-Dividend Date	Dec 12, 2024

Previous Close	123.73
YTD Return	0.91%
1-Year Return	14.63%
5-Year Return	89.41%
52-Week Low	101.04
52-Week High	138.94
Beta (5Y)	1.12
Holdings	70
Inception Date	Aug 19, 2002

About SDGTX

The DWS Capital Growth Fund - Class Institutional (SDGTX) seeks to provide long-term growth of capital. SDGTX normally invests at least 65% of total assets in equities, mainly common stocks of U.S. companies. SDGTX generally focuses on established companies that are similar in size to the companies in the S&P 500 Index or the Russell 1000 Index.

• 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 14.63% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.39%.

Chart

Bar chart with 6 bars.

The chart has 1 X axis displaying categories.

The chart has 1 Y axis displaying values. Data ranges from 0.9136 to 14.625.

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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

49.86% of assets

Name	Symbol	Weight
Microsoft Corporation	MSFT	9.78%
NVIDIA Corporation	NVDA	9.71%
Apple Inc.	AAPL	8.47%
Amazon.com, Inc.	AMZN	6.05%
Meta Platforms, Inc.	META	3.47%
The Progressive Corporation	PGR	3.28%
Mastercard Incorporated	MA	2.54%
Alphabet Inc.	GOOGL	2.37%
Alphabet Inc.	GOOG	2.19%
Netflix, Inc.	NFLX	2.01%

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