Deutsche Capital Growth A ( SDGAX ) a Zacks Ranked #1 (Strong Buy) invests at least 65% of total assets in equities, mainly common stocks of US companies. Although SDGAX can invest in companies of any size, it generally focuses on established companies that are similar in size to the companies in the Standard & Poor's 500 Composite Stock Price Index or the Russell 1000 Growth Index. In addition, SDGAX does not invest in securities issued by tobacco-producing companies. SDGAX distributes dividends and capital gains annually.
This Large Growth fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value, Intermediate Bond. Further, as of the last filing, APPLE INC, HOME DEPOT INC and VISA INC were the top holdings for SDGAX.
The Deutsche Capital Growth A fund, managed by Deutsche AWM , carries an expense ratio of 0.98. Moreover, SDGAX requires a minimal initial investment of $1,000.
SDGAX has a history of strong positive total returns for over 10 years. Specifically, the fund's returns over the 1, 3, 5 year benchmarks; 1 year 7.09%, 3 year 15.43%, and 5 year 16.18%. To see how this fund performed compared in its category, please click here .
SDGAX's performance, as of the last filing, when compared to funds in its category was in the top 4% in 1 year, top 24% over the past 3 years, and in the 23% over the past 5 years.
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