Deutsche Core Equity Fund Class S (SCDGX)

28.47
Net Asset Value
-0.35%
1 Day
+3.19%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.58%
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+2.36% 3 years+10.72%
3 months+0.62% 5 years+13.65%
1 year+16.76% Since inception+3.61%
Data through --

Peer Comparisonvs. Large blend

 SCDGXCategory
Performance 5-yr return+13.65%+11.72%
Expense ratio0.58%0.96%
Risk 5 year sharpe ratio1.241.08
Net assets$3.6B$5.5B
Average market cap$56.5B$129.3B
Average P/E19.721.0
Portfolio turnover47%47%

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Fund Management and Purchase Info

Fund familyDeutsche Asset Management
Fund manager & tenurePankaj Bhatnagar / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock96.95%
International stock2.69%
Fixed income0.37%
Cash0.00%
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
MSFT Microsoft4.91%
AAPL Apple4.21%
V Visa3.01%
AMZN Amazon2.79%
INTC Intel2.67%
OMC Omnicom Group Inc2.37%
GILD Gilead Sciences2.34%
PEP Pepsi2.34%
USB U.S. Bancorp2.12%
AMP Ameriprise Financial Inc2.06%