Seeking real value opportunities in the U.S.
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 more conventional definitions of “Value” that tend to be based on accounting measures such as equity or profits.
DWS CROCI U.S. Fund seeks concentrated exposure to Real value in the U.S. Portfolio management will select stocks of companies that they believe offer economic value from among the large-cap U.S. companies.
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 with distributions reinvested.
Di Kumble CFA
23 years experience
21 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.