SCOBX Rating, Research - Dws Global Thematic S

Dws Global Thematic S (scobx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 92

Threats + Weaknesses = 59

When strengths & opportunities substantially exceed threats & weaknesses an investment in the scobx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Dws Global Thematic S (SCOBX) Description: SCOBX is a mutual fund, which is an investment that owns a basket of assets. The SCOBX mutual fund was provided by Dws and this investment vehicle derives the majority of its value from equity holdings (stocks). Dwss mutual fund has a medium management tenure and is in the large fund size classification. SCOBXs minimum initial investment amount is $2500 while the IRA minimum is $1000. SCOBXs expense ratio is roughly 1%. The latest SCOBXs front end load was 0% and the back end load was 0%. The Dws Global Thematic S (SCOBX) mutual fund falls under the world stock category. SCOBX focuses its investments in EU and USA and SCOBX is not affiliated with a particular industry or fund sector. The Dws Global Thematic S (SCOBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SCOBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SCOBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks above-average capital appreciation over the long term. The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks (see stock research) and other equities of small companies throughout the world (companies with market values similar to the smallest 30% of the S&P Developed Broad Market Index). It can invest up to 20% of total assets in common stocks (see stock research) and other equities of large companies or in debt securities, of which 5% of net assets may be junk bonds (grade BB/Ba and below).

Management Analysis Update

Dws Global Thematic S's executives / managers make better investing decisions, because their assets are invested along side their client's. Dws Global Thematic S's management team has a long history of working together. This helps ensure consistent future returns. The scobx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Dws Global Thematic S has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update