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
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SDGTX
Share Class Institutional Class
Index Russell 1000 Growth TR
SDGTX had a total return of 6.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.49%.
