Deutsche Core Equity Fund Class S (SCDGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
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.


1 month+0.14% 3 years+10.86%
3 months+2.03% 5 years+14.42%
1 year+17.98% Since inception+3.63%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.42%+14.24%
Expense ratio0.58%0.97%
Risk 5 year sharpe ratio1.351.23
Net assets$3.7B$5.4B
Average market cap$59.1B$153.3B
Average P/E23.020.7
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


U.S. stock97.55%
International stock2.11%
Fixed income0.34%
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 Microsoft4.53%
AAPL Apple4.21%
V Visa2.89%
GILD Gilead Sciences2.61%
PEP Pepsi2.40%
AMZN Amazon2.40%
AMP Ameriprise Financial Inc2.36%
USB U.S. Bancorp2.29%
INTC Intel2.11%
SYY Sysco Corp2.02%