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-1.27% 3 years+18.62%
3 months+5.18% 5 years+15.47%
1 year+11.95% Since inception+3.33%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+15.47%+13.88%
Expense ratio0.61%1.13%
Risk 5 year sharpe ratio1.041.03
Net assets$3.3B$3.7B
Average market cap$50.8B$100.3B
Average P/E22.016.9
Portfolio turnover44%44%

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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


U.S. stock97.56%
International stock2.14%
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 Inc3.46%
C Citigroup Inc2.71%
NKE Nike Inc Class B2.25%
CELG Celgene Corp2.10%
DFS Discover Financial Services2.08%
CVX Chevron Corp1.96%
TMO Thermo Fisher Scientific Inc1.94%
JPM JPMorgan Chase & Co1.92%
MRK Merck & Co Inc1.78%
INTC Intel Corp1.75%

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