Deutsche Core Equity Fund Class S (SCDGX)

25.79
Net Asset Value
-0.65%
1 Day
+6.61%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.59%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital, current income and growth of income. Under normal circumstances, the fund invests at least 80% of total assets, determined at the time of purchase, in equities, mainly common stocks. Although the fund can invest in companies of any size and from any country, it invests primarily in large U.S. companies.

Performance

1 month+1.96% 3 years+22.70%
3 months+3.19% 5 years+16.90%
1 year+17.94% Since inception+3.37%
Data through --

Peer Comparisonvs. Large blend

 SCDGXCategory
Performance 5-yr return+16.90%+12.97%
Expense ratio0.59%1.11%
Risk 5 year sharpe ratio0.990.96
Net assets$3.3B$3.8B
Average market cap$52.1B$102.0B
Average P/E20.817.6
Portfolio turnover44%44%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyDeutsche Asset & Wealth Mngt
Fund manager & tenureOwen Fitzpatrick / 1 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock95.25%
International stock3.11%
Cash1.23%
Fixed income0.41%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 17.23%
Healthcare 13.79%
Industrial materials 11.61%
Energy 11.39%
Hardware 9.37%
Top 10 Holdings
Portfolio weighting
AAPL Apple3.52%
C Citigroup2.51%
LB L Brands Inc2.08%
CELG Celgene1.98%
TMO Thermo Fisher Scientific Inc1.96%
COF Capital One Financial1.90%
JPM JPMorgan Chase1.88%
V Visa1.71%
PFE Pfizer1.71%
WWAV WhiteWave Foods Co1.68%

To view my watchlist

Not a member yet?

Sign up now for a free account