Fund Evaluator:
DWS Capital Growth C (SDGCX)
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Best Performing in Large Growth Over the Last Year
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Fund Details
DWS Capital Growth C Overview
DWS Capital Growth C (SDGCX) is an actively managed U.S. Equity Large Growth fund. DWS launched the fund in 2001.
The investment seeks to provide long-term growth of capital. The fund normally invests at least 65% of total assets in equities, mainly common stocks of U.S. companies. It generally focuses on established companies that are similar in size to the companies in the S&P 500® Index (generally 500 of the largest companies in the U.S.) or the Russell 1000® Growth Index (generally those stocks among the 1,000 largest U.S. companies that have relatively higher price-to-earnings ratios and higher forecasted growth values). The fund is non-diversified.
About DWS Capital Growth C (SDGCX)
There are 2 members of the management team with an average tenure of 5.16 years: Sebastian Werner (2016), Stéphane Servelle (2026). Management tenure is more important for actively managed funds than passive index funds.
The fund has 2 primary benchmarks: Russell 1000 TR USD index with a weighting of 100% and Russell 1000 Growth TR USD index with a weighting of 100%. DWS Capital Growth C has 70 securities in its portfolio. The top 10 holdings constitute 57.5% of the fund’s assets. The fund meets the SEC requirement of being classified as a nondiversified fund. The fund is not considered to have an ESG focus with its investment selection and management.
DWS Capital Growth C is part of the Equity global asset class and is within the U.S. Equity fund group. DWS Capital Growth C has 0.5% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 99.3%. There is 0.5% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). DWS Capital Growth C has 0.2% of the portfolio in cash.
Assets Under Management
The fund has $7 million in total assets, which is below the $2 billion average for the Large Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
SDGCX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The DWS Capital Growth C expense ratio is high compared to funds in the Large Growth category. DWS Capital Growth C has an expense ratio of 1.76%, which is 83% higher than its category average, making the fund expense ratio grade a F. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. DWS Capital Growth C has a portfolio turnover rate of 13%, indicating that holds its assets around 0.1 years. By way of comparison, the average portfolio turnover is 54% for the Large Growth category.
Recently, in the month of July 2026, DWS Capital Growth C returned -2.1%, which earned it a grade of B, as the Large Growth category had an average return of -3.1%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
DWS Capital Growth C has a trailing yield of 0.00%, which is below the 0.06% category average. The fund normally distributes its income annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
DWS Capital Growth C Grades
Year to date, the fund has returned 0.8%, 2.9 percentage points worse than the category, which translates into a grade of D. The fund has returned 1.9% over the past year (grade of F), 14.1% over the past three years (grade of F) and 6.6% per year over the past five years (grade of F) and 13.7% per year over the past 10 years (grade of F).
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SDGCX Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| SDGCX Return (NAV) | -2.1% | 0.8% | 1.9% | 14.1% | 6.6% | 13.7% |
| SDGCX Grade | B | D | F | F | F | F |
| +/- Category | 0.9% | -1.0% | -7.1% | -4.0% | -2.1% | -1.7% |
| Large Growth Avg | -3.1% | 1.7% | 9.1% | 18.1% | 8.7% | 15.4% |
| SDGCX Tax Cost Ratio | na | na | 2.5% | 2.5% | 2.3% | 2.3% |
SDGCX Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| SDGCX Return (NAV) | 0.8% | 11.1% | 25.0% | 37.0% | -31.7% | 21.2% | 37.1% | 35.5% | -2.9% | 24.8% | 2.8% |
| SDGCX Grade | D | F | D | D | C | C | C | B | D | F | C |
| +/- Category | -2.9% | -4.6% | -4.7% | -1.9% | 0.4% | 0.8% | -5.2% | 2.3% | -2.2% | -5.0% | 0.1% |
| Large Growth Avg | 3.7% | 15.7% | 29.7% | 38.9% | -32.1% | 20.4% | 42.3% | 33.2% | -0.7% | 29.8% | 2.7% |
| Risk Measures | |
| Standard Deviation: | 16.3% |
| Total Risk Index: | 1.33 - Above Average |
| Category Risk Index: | 0.92 - Below Average |
| Category Risk Grade: | B (28% Rank) |
| Beta: | 1.19 |
| R-Squared: | 92% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Growth |
| Bond Investment Style: | na |
| Yield: | 0.0% |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | Annually |
| Total Assets: | $2150 Mil |
| Fund Total Assets: | $ 8 Mil |
| Share Class Type: | C |
| Portfolio Turnover: | 13% |
Management Team
| Number of Managers: 2 | |||
| Longest Tenure: 9.8 years | |||
| Average Tenure: 5.2 years | |||
| Managers (Year): Werner Sebastian (2016), Servelle Stéphane (2026) | |||
Portfolio Composition (as of 5/31/26)
| # of Holdings: | 70 |
| % in Top 10 Holdings: | 57.5% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 0.5% |
Portfolio Allocation |
|
| Domestic Stock: | 99.3% |
| Foreign Stock: | 0.5% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.2% |
Purchase Information
| Fund Family: | DWS |
| Phone Number: | 800-728-3337 |
| Website: | www.dws-investments.com |
| Status: | Open |
| Inception Date: | June 25, 2001 |
| Min. Initial Purchase: | $1,000 |
| Min. Initial IRA Purchase: | $ 500 |
| True No-Load: | No |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 1.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | 0.99% |
Expenses and Fees | |
| Expense Ratio (%): | 1.76% ( Rating : High ) |
| Category Average Expense Ratio (%): | 0.96% |
| Share Class: | DWS Capital Growth S |
| Min. Subsequent Purchase: | $ 50 |
| Min. Subsequent IRA Purchase: | $ 50 |
