2 / 5 Stars
4 4 2 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#86 in Small Growth
U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 33.41 percent over the past year, 17.60 percent over the past three years, 26.18 percent over the past five years, and 6.38 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.1%|
|3 Years (Annualized)||17.6%|
|5 Years (Annualized)||26.2%|
|10 Years (Annualized)||6.4%|
The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in stocks and other securities with equity characteristics of US smaller capitalization companies. For purposes of this 80% investment limitation, the small capitalization equity universe is defined as the bottom 20% of the total domestic equity market capitalization, using a minimum market capitalization of $10 million. It may also invest in other types of equity securities such as preferred stocks or convertible securities. The fund may invest up to 20% of its assets in the stocks of non-US companies and large capitalization stocks.
Fees are Above Average compared to funds in the same category.
DWS Small Cap Growth Fund has an expense ratio of 1.47 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.