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DWS Equity Sector Strategy Fund Class S (SPGRX)

16.11
-1.02
(-5.95%)
At close: April 4 at 8:04:01 PM EDT
Loading Chart for SPGRX
  • Previous Close 17.13
  • YTD Return -2.14%
  • Expense Ratio 0.48%
  • Category Large Blend
  • Last Cap Gain 18.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 81.64M
  • Beta (5Y Monthly) 0.88
  • Yield 1.24%
  • 5y Average Return --
  • Holdings Turnover 28.00%
  • Last Dividend 0.22
  • Inception Date Dec 29, 2000

Under normal circumstances, the fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities. It seeks to achieve its objective by employing an active investment strategy that invests primarily in the stocks comprising the S&P 500 Index, the fund's benchmark index. The fund typically invests directly in common stocks, but may also invest in derivatives that provide exposure to the stocks of the companies in the benchmark.

DWS

Fund Family

Large Blend

Fund Category

81.64M

Net Assets

2000-12-29

Inception Date

Performance Overview: SPGRX

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Trailing returns as of 4/3/2025. Category is Large Blend.

YTD Return

SPGRX
2.14%
Category
5.31%
 

1-Year Return

SPGRX
7.32%
Category
20.31%
 

3-Year Return

SPGRX
8.20%
Category
6.48%
 

5-Year Return

SPGRX
14.65%
Category
11.78%
 

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Holdings: SPGRX

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Sector Weightings

SectorSPGRX
Technology   28.59%
Healthcare   15.84%
Industrials   7.38%
Energy   3.98%
Utilities   3.54%
Real Estate   1.02%

Recent News: SPGRX

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Research Reports: SPGRX

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