Nasdaq - Delayed Quote USD

DWS CROCI US Inst (DCUIX)

15.22 +0.14 (+0.93%)
At close: 8:00 PM EST
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DELL
  • Previous Close 15.08
  • YTD Return 15.70%
  • Expense Ratio 0.67%
  • Category Large Value
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 687.96M
  • Beta (5Y Monthly) 0.97
  • Yield 1.42%
  • 5y Average Return --
  • Holdings Turnover 60.00%
  • Last Dividend 0.21
  • Inception Date Apr 10, 2015

The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks issued by U.S. companies. Companies are selected for the fund’s portfolio using the Cash Return on Capital Invested (CROCI®) strategy as the primary factor, among other factors. Portfolio management will select stocks from among the largest U.S. companies which are under CROCI® coverage at any given time. The fund may lend securities to approved institutions.

DWS

Fund Family

Large Value

Fund Category

687.96M

Net Assets

2015-04-10

Inception Date

Performance Overview: DCUIX

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Trailing returns as of 11/19/2024. Category is Large Value.

YTD Return

DCUIX
15.70%
Category
4.44%
 

1-Year Return

DCUIX
33.71%
Category
14.37%
 

3-Year Return

DCUIX
8.07%
Category
6.04%
 

5-Year Return

DCUIX
6.91%
Category
9.20%
 

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Holdings: DCUIX

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Top 10 Holdings (39.80% of Total Assets)

SymbolCompany% Assets
GOOGL
Alphabet Inc. 4.86%
MRK
Merck & Co., Inc. 4.66%
AAPL
Apple Inc. 4.49%
META
Meta Platforms, Inc. 4.39%
PCAR
PACCAR Inc 4.03%
FOXA
Fox Corporation 4.02%
JNJ
Johnson & Johnson 3.92%
JPM
JPMorgan Chase & Co. 3.45%
GILD
Gilead Sciences, Inc. 3.34%
DHI
D.R. Horton, Inc. 2.63%

Sector Weightings

SectorDCUIX
Technology   25.43%
Healthcare   23.16%
Industrials   8.08%
Energy   3.56%
Real Estate   0.00%
Utilities   0.00%

Recent News: DCUIX

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Research Reports: DCUIX

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