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Morningstar

DWS S&P 500 Index S SCPIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 36.74  /  1.13 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.290%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.28%
  • Turnover 2%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis SCPIX

Will SCPIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCPIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SCPIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SCPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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DWS S&P 500 Index S’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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