Deutsche Core Equity Fund Class S (SCDGX)

24.35
Net Asset Value
+2.31%
1 Day
+4.87%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.61%
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-5.66% 3 years+18.85%
3 months-2.81% 5 years+13.83%
1 year+10.11% Since inception+3.30%
Data through --

Peer Comparisonvs. Large blend

 SCDGXCategory
Performance 5-yr return+13.83%+14.10%
Expense ratio0.61%1.15%
Risk 5 year sharpe ratio1.051.03
Net assets$3.3B$3.5B
Average market cap$48.5B$97.7B
Average P/E21.918.0
Portfolio turnover282%282%

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. stock97.67%
International stock1.62%
Cash0.64%
Other0.08%
Fixed income0.00%
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 Apple Inc3.27%
C Citigroup Inc2.65%
CVX Chevron Corp2.38%
CELG Celgene Corp2.05%
DFS Discover Financial Services2.03%
JPM JPMorgan Chase & Co1.94%
APC Anadarko Petroleum Corp1.91%
PRU Prudential Financial Inc1.89%
HAL Halliburton Co1.88%
AMP Ameriprise Financial Inc1.85%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.