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DWS Large Cap Focus Growth Inst (SGGIX)

91.25 +0.85 (+0.94%)
At close: 8:00 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in large U.S. companies that are similar in size to the companies in the Russell 1000? Growth Index (generally the 1,000 largest publicly traded companies in the United States). It may also invest up to 20% of its assets in stocks and other securities of companies not publicly traded in the United States.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 41.12%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 6

Performance & Risk

YTD Return 21.26%
5y Average Return 15.90%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
SGGIXCategory AverageSGGIXCategory AverageSGGIXCategory Average
Alpha -4.7 0.03 0.06 0.04 1.07 0.01
BETA 1.14 0.01 1.04 0.01 1.05 0.01
Mean Annual Return 0.78 0.02 1.43 0.02 1.28 0.01
R-squared 88.6 0.89 85.24 0.87 86.31 0.87
Standard Deviation 21.34 0.2 20.38 0.16 17.19 0.15
Sharpe Ratio 0.26 0.01 0.72 0.01 0.8 0.01
Treynor Ratio 3.08 0.21 13.19 0.21 12.53 0.15

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