Combining dividend sustainability with Real value
CROCI® stands for Cash Return on Capital Invested and is a systematic investment process based on a proprietary valuation technique. A DWS trademark, CROCI® has aimed to assess the Real Value of companies, sectors and markets since 1996.1
The term “Real Value” is synonymous with economic value, calculated using the CROCI® process, which aims to make company financial data more consistent, comparable and economically meaningful through a series of reviews and adjustments. This contrasts with conventional definitions of “Value” that are based on accounting measures such as equity or profits.
DWS CROCI Equity Dividend Fund seeks concentrated exposure to US stocks that offer sustainable dividend characteristics and are trading at attractive economic valuations.
Any voluntary waivers may be discontinued at any time. Without a waiver, returns would have been lower and any rankings/ratings might have been less favorable. See the prospectus for details.
Source: Lipper Inc. Rankings are historical and do not guarantee future results. Rankings are based on the fund’s total return unadjusted for sales charges with distributions reinvested. If sales charges had been included, where applicable, results might have been less favorable.
Di Kumble CFA
23 years experience
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1The use of the term “real” denotes economic reality as calculated by the CROCI® team via the adjustments to reported financial statement as an alternative to accounting reality. CROCI® represents one of many possible ways to analyze and value stocks. Potential investors must form their own view of the CROCI® methodology and evaluate whether CROCI® and investments associated with CROCI® are appropriate for them. The CROCI® team does not provide investment advice.