DWS Small Cap Core Fund (SZCTX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
At close: 08:00PM EDT
DWS Small Cap Core Fund
New York, NY 10154
345 Park Avenue
DWS Investment Trust
(800) 621-1048
Management Information
Michael A. Sesser,Lead Manager since June 2, 2013
Michael A. Sesser, Assistant Vice President. Portfolio Manager. Joined Deutsche Asset & Wealth Asset Management in 2009. Equity Research Analyst inNew York Since 2009. Previously, Business Intelligence Analyst, Corporate Executive Board (now owned by Gartner) from 2005-2007; Research Associate, Compass Lexecon (now owned by FTI Consulting) from 2003-2005. BA in Ethics, Politics & Economics from Yale University; MBA from University of Michigan, Ross School of Business (2007 - 2009).
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategorySmall Blend
Fund FamilyDWS
Net Assets584.54M
YTD Return-17.62%
Yield0.00%
Morningstar Rating★★★★
Inception DateJul 13, 2000
Fund Operations
Last Dividend0.05
Last Cap Gain40.00
Holdings Turnover31.00%
Average for CategoryN/A
Fees & Expenses
ExpenseSZCTXCategory Average
Annual Report Expense Ratio (net)0.95%1.03%
Prospectus Net Expense Ratio0.95%N/A
Prospectus Gross Expense Ratio0.95%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.19%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
© 2024 Yahoo. All rights reserved.