Nasdaq - Delayed Quote USD

DWS CROCI US Inst (DCUIX)

13.52
+0.16
+(1.20%)
At close: 8:00:32 PM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Schwab Institutional
  • Scottrade Load
  • JPMorgan
  • Vanguard
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fifth Third Securities, Inc.
  • LPL SAM Eligible - 10.24.2024
  • Nationwide Retirement Innovator
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Nationwide Retirement Resource
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • Ameriprise SPS Advantage
  • CommonWealth NTF
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • WFA MF Advisory Updated 5.1.25
  • RBC Wealth Management-Network Eligible
  • Ameritas NTFN
  • Scottrade NTF
  • Ameriprise Financial
  • Fidelity Advisor 401(k) I Shares
  • Thrivent – Advisory Eligible
  • Morgan Stanley Consulting Group Advisor
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Nationwide Retirement Clear Adva
  • ADP Access
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD-WAIVED NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 4.3.24
  • ADP Access Open Fund Architecture
  • RBC Wealth Management-Wrap Eligible
  • Waddell & Reed Choice MAP Flex
  • H Beck Inc.
  • Securities America Inc.
  • Vanguard Load
  • Vanguard Load-Waived
  • Morgan Stanley Portfolio Management
  • Nationwide Retirement Flexible Advantage
  • JP Morgan No Load
  • Fidelity Advisor 401(k) A Shares
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Large Value
Fund Family DWS
Net Assets 632.37M
YTD Return -3.53%
Yield 1.56%
Morningstar Rating
Inception Date Apr 10, 2015

Performance & Risk

YTD Return -3.46%
5y Average Return 9.63%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

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