SZCIX Mutual Fund

SZCIX Mutual Fund (DWS Small Cap Core Fund Class Institutional) is managed by DWS with $603.6M in net assets. SZCIX expense ratio is 0.86%, holding 96 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2016-06-01.

SZCIX performance shows a YTD return of 10.87%. The 1-year return is 13.51% and the 5-year return is 6.63%. SZCIX dividend yield stands at 1.32%, paid annually.

SZCIX top holdings include Ligand Pharmaceuticals Incorporated (5.5%), Bancorp Inc Com (4.0%), Stride Inc (3.0%), Nextpower Inc Class A Common Stock (2.3%), Essent Group Ltd. (2.2%). Go to all SZCIX holdings, SZCIX sectors, or SZCIX dividends.

SZCIX can be compared against other funds. Use SZCIX overlap to find shared positions, or SZCIX vs another fund for a side-by-side view. SZCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.