Mutual Fund Insights: DWS Mid Cap Growth S Fund (SMCSX)

In-depth Analysis of DWS Mid Cap Growth S Fund (SMCSX)

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See DWS Mid Cap Growth S Fund (SMCSX) performance details as of February 28, 2010

  

Last Trade: $11.86 on 3/19/2010, Change: -0.13 (-1.08%)

Experiment our closing price forecasting tool for DWS Mid Cap Growth S Fund (SMCSX) (alpha release)

  

Fund Manager - Joseph M. Axtell

Fund Manager Tenure: 3.2 years   [Similar Funds: SMCAX  SMCBX  SMCCX ]
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

Joined the Company in April 2001 as a portfolio manager for several of Scudder Investments European funds with 17 years of investment experience, including five years at Merrill Lynch Asset Managers as a senior analyst for international equities, seven years as an international research analyst at PCM International and five years in various investment positions at Prudential Capital Corporation, Prudential-Bache Capital Funding (London) and Prudential Equity Management Associates  Get more insights on Joseph M. Axtell

  

 What we like about DWS Mid Cap Growth S Fund (SMCSX)

Data for DWS Mid Cap Growth S Fund (SMCSX) as of February 28, 2010

• DWS Mid Cap Growth S Fund (SMCSX) management has been with DWS Mid Cap Growth S Fund for 3.2 years
• DWS Mid Cap Growth S Fund (SMCSX) has good short-term performance (1-year return 58.36% vs 58.17 % Mid-Cap Growth category average)
• DWS Mid Cap Growth S Fund (SMCSX) has good mid-term performance (3-year return -9.85% vs -4.00 % Mid-Cap Growth category average)
• DWS Mid Cap Growth S Fund (SMCSX) has an annual stock turnover rate of 90.00% vs Mid-Cap Growth average of 140.76%. It is good that DWS Mid Cap Growth S management does not trade extensively for its return.
• DWS Mid Cap Growth S Fund (SMCSX) has a lower management fee than its Mid-Cap Growth average: 1.13% vs 1.47%
• DWS Mid Cap Growth S Fund (SMCSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about DWS Mid Cap Growth S Fund (SMCSX)

Data for DWS Mid Cap Growth S Fund (SMCSX) as of February 28, 2010

• DWS Mid Cap Growth S Fund (SMCSX) has a less-than-ideal Long-term performance (5-year return -1.62% vs 2.06 % Mid-Cap Growth category average)
• DWS Mid Cap Growth S Fund (SMCSX) ratio of up-years vs down years can be improved
• DWS Mid Cap Growth S Fund (SMCSX) has a Morningstar rating of 3 and below
• DWS Mid Cap Growth S Fund (SMCSX) is less safe compared to its Mid-Cap Growth peers
• DWS Mid Cap Growth S Fund (SMCSX) does not have a good risk adjusted return as its 3-year Alpha of -1.41 is worse than category average of 3.16, and its 3-year Sharpe ratio is -0.31
• DWS Mid Cap Growth S Fund (SMCSX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.82 that is higher than category average of 23.95

See DWS Mid Cap Growth S Fund (SMCSX) performance details as of February 28, 2010

  

  

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DWS Mid Cap Growth S Fund (SMCSX) Net Asset

Track net asset change of DWS Mid Cap Growth S fund (SMCSX)

Date	Net Asset
02/2010	$333.99M
01/2010	$124.19M
11/2009	$124.32M

More historic net asset information on DWS Mid Cap Growth S Fund (SMCSX)

  

DWS Mid Cap Growth S Fund (SMCSX) Portfolio Allocation

Track portfolio allocation change of DWS Mid Cap Growth S fund (SMCSX)

Date	Cash	Stock	Bond	Other
09/2009	1.48%	98.52%	0%	0%
06/2009	1.03%	98.98%	0%	0%
03/2009	2.29%	97.71%	0%	0%

Click here to see more historic asset allocation information on DWS Mid Cap Growth S Fund (SMCSX)

  

Most Recent Top 10 Holdings in DWS Mid Cap Growth S Fund (SMCSX)

Discover what DWS Mid Cap Growth S Fund (SMCSX) manager is buying

30-Sep-09 LAZARD LTD. [2.19%] Urban Outfitters, Inc. [2.13%] Cognizant Technology Solutions [2.07%] Itron, Inc. [1.95%] GUESS INC. [1.78%] CHURCH DWIGHT CO INC [1.63%] ALPHA NATURAL RES [1.56%] Deckers Outdoor Corporation [1.53%] FMC TECHNOLOGIES INC [1.49%] HERBALIFE LTD. [1.48%]

30-Jun-09 Urban Outfitters, Inc. [2.22%] MYLAN INC [1.96%] Broadcom Corporation [1.94%] AMER TOWER CP [1.87%] SOUTHWESTERN ENERGY [1.75%] HERBALIFE LTD. [1.72%] ROBERT HALF INTL INC [1.7%] First Solar, Inc. [1.66%] DARDEN RESTAURANTS [1.6%] PETROHAWK ENERGY CP [1.52%]

31-Mar-09 Mylan Inc. [2.72%] MidCap SPDRs [2.53%] AMER TOWER CP [2.19%] ROPER INDUST INC [2.17%] Urban Outfitters, Inc. [2.12%] DARDEN RESTAURANTS [2.03%] Broadcom Corporation [1.9%] RANGE RES CORP [1.82%] PETROHAWK ENERGY CP [1.78%] Pharmaceutical Product Developm [1.77%]

Click here for Stock Holding Change Map in DWS Mid Cap Growth S Fund (SMCSX)

  

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See more information on DWS Mid Cap Growth S Fund (SMCSX)

• DWS Mid Cap Growth S Fund Insights
• DWS Mid Cap Growth S Fund Performance Data
• DWS Mid Cap Growth S Fund News
• DWS Mid Cap Growth S Fund Score Explaination
• DWS Mid Cap Growth S Fund Manager Information
• Historic DWS Mid Cap Growth S Fund Asset Allocation Report
• Historic DWS Mid Cap Growth S Fund Top 10 Holding Tracking
• Historic DWS Mid Cap Growth S Fund Asset Under Management Tracking