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Deutsche CROCI Equity Dividend A (KDHAX) Fund Ranking and Research

Ranking, Research and Recommendation of Deutsche CROCI Equity Dividend A (KDHAX) Fund

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Graph of Deutsche CROCI Equity Dividend A Fund (KDHAX) ManagerFund Manager - Di Kumble

Fund Manager Information

Fund Manager Tenure: 5.6 years
Similar Funds: KDHCX  KDHIX  KDHRX  KDHSX 
Fund Family: Deutsche Asset & Wealth Mngt
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)

 

Graph of Deutsche CROCI Equity Dividend A Fund (KDHAX) ProfileDeutsche CROCI Equity Dividend A Fund (KDHAX) Profile

Fund Profile and Description

Deutsche CROCI Equity Dividend A Fund seeks a high rate of total return. Deutsche CROCI Equity Dividend A Fund normally invests 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities. It focuses on stocks of large U.S. companies that are similar in size to the companies in the S&P 500 Index. Deutsche CROCI Equity Dividend A Fund may invest more than 25% of total assets in a single sector. It may also invest up to 20% of total assets in foreign securities.

 

Deutsche CROCI Equity Dividend A (KDHAX) Fund Strength What we like about Deutsche CROCI Equity Dividend A (KDHAX) Fund

Data for Deutsche CROCI Equity Dividend A Fund (KDHAX) as of May 30, 2016

  • Deutsche CROCI Equity Dividend A Fund (KDHAX) management has been with Deutsche CROCI Equity Dividend A Fund for 5.6 years
  • Deutsche CROCI Equity Dividend A Fund (KDHAX) has good short-term performance (1-year return -0.47% vs -2.36% Large Value category median performance)
  • Deutsche CROCI Equity Dividend A Fund (KDHAX) ratio of up-years vs down years is greater than 2

Deutsche CROCI Equity Dividend A Fund (KDHAX) Weakness What we are cautious about Deutsche CROCI Equity Dividend A (KDHAX) Fund

Data for Deutsche CROCI Equity Dividend A Fund (KDHAX) as of May 30, 2016

  • Deutsche CROCI Equity Dividend A Fund (KDHAX) has a less-than-ideal mid-term performance (3-year return 7.65% vs 7.81% Large Value category median performance)
  • Deutsche CROCI Equity Dividend A Fund (KDHAX) has a less-than-ideal Long-term performance (5-year return 7.81% vs 9.15% Large Value category median performance)
  • Deutsche CROCI Equity Dividend A Fund (KDHAX) has a Morningstar rating of 3 and below
  • Deutsche CROCI Equity Dividend A Fund (KDHAX) is less safe compared to its Large Value peers
  • Deutsche CROCI Equity Dividend A Fund (KDHAX) has an annual stock turnover rate of 64.00% that is higher than the Large Value average of 44.24%. This could mean Deutsche CROCI Equity Dividend A is more nimble, but also signal potential high tax impact and high trading fees
  • Deutsche CROCI Equity Dividend A Fund (KDHAX) is more volatile than its peers as it has a 3-year Standard Deviation of 12 that is higher than category average of 11.7
  • Deutsche CROCI Equity Dividend A Fund (KDHAX) has a higher expense ratio of 1.11% than its Large Value average of 1.10%
  • Deutsche CROCI Equity Dividend A Fund (KDHAX) carries a 5.75% load
See Deutsche CROCI Equity Dividend A Fund (KDHAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Deutsche CROCI Equity Dividend A Fund (KDHAX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Deutsche CROCI Equity Dividend A9.60-0.477.657.81
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Deutsche CROCI Equity Dividend A Fund (KDHAX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Deutsche CROCI Equity Dividend A Fund (KDHAX) Net Asset TrackingDeutsche CROCI Equity Dividend A (KDHAX) Fund Net Asset

Track net asset change of Deutsche CROCI Equity Dividend A fund (KDHAX)

DateNet Asset
05/2016$1.03B
03/2016$1.03B
02/2016$965.49M
More historic net asset information on Deutsche CROCI Equity Dividend A Fund (KDHAX)

  

Graph of Deutsche CROCI Equity Dividend A Fund (KDHAX) Portfolio TrackingDeutsche CROCI Equity Dividend A (KDHAX) Fund Portfolio Allocation

Track portfolio allocation change of Deutsche CROCI Equity Dividend A fund (KDHAX)

DateCashStockBondOther
04/20160.85%99.15%0%0%
02/20160.59%99.41%0%0%
01/20161.31%98.69%0%0%
Click here to see more historic asset allocation information on Deutsche CROCI Equity Dividend A Fund (KDHAX)

 

graph of Deutsche CROCI Equity Dividend A Fund (KDHAX) Top 10 Position TrackingTop 10 Holdings in Deutsche CROCI Equity Dividend A (KDHAX) Fund

Discover what Deutsche CROCI Equity Dividend A Fund (KDHAX) manager is buying

Apr 29, 2016
Consolidated Edison, Inc. Commo [2.52%]
NextEra Energy, Inc. Common Sto [2.51%]
Xilinx, Inc. [2.5%]
Sempra Energy Common Stock [2.5%]
Procter & Gamble Company (The) [2.49%]
Philip Morris International Inc [2.49%]
Coca-Cola Company (The) Common [2.48%]
Pepsico, Inc. Common Stock [2.48%]
Cummins Inc. Common Stock [2.47%]
Pfizer, Inc. Common Stock [2.47%]

Feb 28, 2016
Eaton Corporation, PLC Ordinary [2.76%]
Gap, Inc. (The) Common Stock [2.76%]
Mosaic Company (The) Common Sto [2.74%]
NetApp, Inc. [2.69%]
Illinois Tool Works Inc. Common [2.68%]
Cummins Inc. Common Stock [2.67%]
Emerson Electric Company Common [2.66%]
Dover Corporation Common Stock [2.64%]
Parker-Hannifin Corporation Com [2.64%]
Rockwell Automation, Inc. Commo [2.64%]

Jan 30, 2016
Illinois Tool Works Inc. Common [2.61%]
Corning Incorporated Common Sto [2.61%]
Parker-Hannifin Corporation Com [2.59%]
Dover Corporation Common Stock [2.59%]
3M Company Common Stock [2.58%]
Eaton Corporation, PLC Ordinary [2.58%]
Emerson Electric Company Common [2.56%]
Archer-Daniels-Midland Company [2.56%]
Johnson & Johnson Common Stock [2.55%]
Raytheon Company Common Stock [2.54%]
Click here for Stock Holding Change Map in Deutsche CROCI Equity Dividend A Fund (KDHAX)

  

Latest News on Deutsche CROCI Equity Dividend A (KDHAX) Fund

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