DWS Capital Growth Fund

Shareclass
DWS Capital Growth Institutional (SDGTX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund DWS Capital Growth Fund

FUND COVERAGE
# of holdings63
% of assets99%
Score
54 / 100
Rank

43.8 percentile

Group: U.S. Large Cap Equity

Rank: #822 out of 1,462

Grade
C

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Boston Scientific Corp
         % of fund invested: 1.14%
         $USD invested: $26.92M
  • 2. Mastercard Inc Class A
         % of fund invested: 2.17%
         $USD invested: $51.48M
  • 3. Uber Technologies Inc
         % of fund invested: 1.27%
         $USD invested: $30.15M
  • 4. Microsoft Corp
         % of fund invested: 11%
         $USD invested: $263.23M
  • 5. Zoetis Inc Class A
         % of fund invested: 0.61%
         $USD invested: $14.55M
  • 6. Intuit Inc
         % of fund invested: 0.88%
         $USD invested: $20.87M
  • 7. American Express Co
         % of fund invested: 0.5%
         $USD invested: $11.95M
  • 8. Atlassian Corp Class A
         % of fund invested: 0.96%
         $USD invested: $22.8M
  • 9. ServiceNow Inc
         % of fund invested: 1.42%
         $USD invested: $33.78M
  • 10. Stryker Corp
         % of fund invested: 1.03%
         $USD invested: $24.39M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Roblox Corp Ordinary Shares - Class A
         % of fund invested: 1.09%
         $USD invested: $25.79M
  • 2. Vertiv Holdings Co Class A
         % of fund invested: 0.63%
         $USD invested: $15.04M
  • 3. SharkNinja Inc
         % of fund invested: 0.6%
         $USD invested: $14.14M
  • 4. DraftKings Inc Ordinary Shares - Class A
         % of fund invested: 0.45%
         $USD invested: $10.58M
  • 5. Broadcom Inc
         % of fund invested: 4.21%
         $USD invested: $99.8M
  • 6. Vulcan Materials Co
         % of fund invested: 0.65%
         $USD invested: $15.47M
  • 7. Marvell Technology Inc
         % of fund invested: 0.63%
         $USD invested: $14.9M
  • 8. Guidewire Software Inc
         % of fund invested: 0.93%
         $USD invested: $22.12M
  • 9. Quanta Services Inc
         % of fund invested: 0.98%
         $USD invested: $23.21M
  • 10. TransDigm Group Inc
         % of fund invested: 0.51%
         $USD invested: $11.98M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund DWS Capital Growth Fund

Totals

Holdings
Assets
Weight
Prisons
6
$551.96M
23%
     Prisons high risk
1
$11.19M
0.47%
     Private prisons
0
$0
0%
Borders
8
$575.8M
24%
     Borders high risk
2
$22.16M
0.93%
Total
9
$590.89M
25%
Full fund results

Holdings — 9 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$263.23M
11%
Prisons
Borders :
$263.23M
11%
2.
Amazon.com Inc
Prisons
Borders
$136.09M
5.74%
Prisons
Borders :
$136.09M
5.74%
3.
Alphabet Inc Class A
Prisons
Borders
$72.81M
3.07%
Prisons
Borders :
$72.81M
3.07%
4.
Alphabet Inc Class C
Prisons
Borders
$53.55M
2.26%
Prisons
Borders :
$53.55M
2.26%
5.
Thermo Fisher Scientific Inc
Borders
$18.43M
0.78%
Borders :
$18.43M
0.78%
6.
Costco Wholesale Corp
Prisons
$15.09M
0.64%
Prisons
$15.09M
0.64%
7.
Axon Enterprise Inc
Prisons
Borders
$11.19M
0.47%
Prisons
Borders :
$11.19M
0.47%
8.
Booz Allen Hamilton Holding Corp Class A
Borders
$10.97M
0.46%
Borders :
$10.97M
0.46%
9.
TransUnion
Borders
$9.53M
0.4%
Borders :
$9.53M
0.4%
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