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Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Deutsche Mid Cap Growth Fund

BTEAX |

-

$330 M

-

0.96%

Vitals

YTD Return

N/A

1 yr return

15.7%

3 Yr Avg Return

5.7%

5 Yr Avg Return

12.0%

Net Assets

$330 M

Holdings in Top 10

20.7%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 0.96%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover 60.00%

Redemption Fee N/A

Min Investment

Standard (Taxable)

$1,000,000

IRA

N/A

Fund Classification

Fund Type

Open End Mutual Fund

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Deutsche Mid Cap Growth Fund

BTEAX |

-

$330 M

-

0.96%

BTEAX - Profile

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 5.7%
  • 5 Yr Annualized Total Return 12.0%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio -0.04%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Deutsche Mid Cap Growth Fund
  • Fund Family Name
    Deutsche Asset Management
  • Inception Date
    Oct 12, 1993
  • Shares Outstanding
    N/A
  • Share Class
    Inst
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Joseph Axtell

Fund Description

BTEAX - Performance

Return Ranking - Trailing

Period BTEAX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -47.8% 50.0% N/A
1 Yr 15.7% -47.8% 21.8% N/A
3 Yr 5.7%* -23.7% 25.0% N/A
5 Yr 12.0%* -30.0% 15.6% N/A
10 Yr 5.5%* -11.8% 17.5% N/A

* Annualized

Return Ranking - Calendar

Period BTEAX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -52.1% 9.2% N/A
2022 N/A -38.9% 36.0% N/A
2021 N/A -61.7% 27.9% N/A
2020 N/A -82.5% 12.2% N/A
2019 N/A -23.5% 17.9% N/A

Total Return Ranking - Trailing

Period BTEAX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -47.8% 50.0% N/A
1 Yr 15.7% -47.8% 29.1% N/A
3 Yr 5.7%* -22.1% 28.2% N/A
5 Yr 12.0%* -25.2% 18.0% N/A
10 Yr 5.5%* -6.4% 18.9% N/A

* Annualized

Total Return Ranking - Calendar

Period BTEAX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -51.7% 12.2% N/A
2022 N/A -7.0% 56.2% N/A
2021 N/A -61.7% 27.9% N/A
2020 N/A -54.0% 12.2% N/A
2019 N/A -23.5% 18.1% N/A

BTEAX - Holdings

Concentration Analysis

BTEAX Category Low Category High BTEAX % Rank
Net Assets 330 M 1.44 M 33.8 B N/A
Number of Holdings 79 13 2232 N/A
Net Assets in Top 10 69.1 M 616 K 7.12 B N/A
Weighting of Top 10 20.66% 6.7% 148.7% N/A

Top 10 Holdings

  1. Electronic Arts Inc 2.59%
  2. Lam Research Corp 2.42%
  3. Centene Corp 2.29%
  4. Cognex Corp 2.17%
  5. CoStar Group Inc 2.16%
  6. Amphenol Corp Class A 2.04%
  7. Ross Stores Inc 1.91%
  8. Broadridge Financial Solutions Inc 1.72%
  9. Eagle Materials Inc 1.68%
  10. Ulta Beauty Inc 1.68%

Asset Allocation

Weighting Return Low Return High BTEAX % Rank
Stocks 		96.53% 20.28% 127.86% N/A
Cash 		3.47% -48.52% 36.01% N/A
Preferred Stocks 		0.00% 0.00% 3.25% N/A
Other 		0.00% -7.94% 70.89% N/A
Convertible Bonds 		0.00% 0.00% 0.59% N/A
Bonds 		0.00% -0.45% 43.05% N/A

Stock Sector Breakdown

Weighting Return Low Return High BTEAX % Rank
Consumer Cyclical 		21.54% 0.00% 48.02% N/A
Technology 		18.48% 0.00% 69.27% N/A
Industrials 		16.58% 0.00% 40.82% N/A
Healthcare 		13.40% 0.00% 62.34% N/A
Consumer Defense 		7.82% 0.00% 17.24% N/A
Financial Services 		5.27% 0.00% 40.09% N/A
Real Estate 		4.88% 0.00% 48.22% N/A
Basic Materials 		3.04% 0.00% 13.78% N/A
Energy 		3.03% 0.00% 14.07% N/A
Communication Services 		2.48% 0.00% 11.66% N/A
Utilities 		0.00% 0.00% 11.63% N/A

Stock Geographic Breakdown

Weighting Return Low Return High BTEAX % Rank
US 		94.34% 7.34% 123.93% N/A
Non US 		2.19% 0.00% 70.47% N/A

BTEAX - Expenses

Operational Fees

BTEAX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.96% 0.07% 6.14% N/A
Management Fee 0.65% 0.06% 1.50% N/A
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee 0.10% 0.01% 0.72% N/A

Sales Fees

BTEAX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 5.75% N/A
Deferred Load N/A 1.00% 5.50% N/A

Trading Fees

BTEAX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.05% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

BTEAX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 60.00% 1.85% 495.00% N/A

BTEAX - Distributions

Dividend Yield Analysis

BTEAX Category Low Category High BTEAX % Rank
Dividend Yield 0.00% 0.00% 0.05% N/A

Dividend Distribution Analysis

BTEAX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Semi-Annually Annually

Net Income Ratio Analysis

BTEAX Category Low Category High BTEAX % Rank
Net Income Ratio -0.04% -2.55% 4.79% N/A

Capital Gain Distribution Analysis

BTEAX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Semi-Annually Annually

Distributions History

View More +

BTEAX - Fund Manager Analysis

Managers

Joseph Axtell

Start Date

Tenure

Tenure Rank

Dec 21, 2006

10.7

10.7%

Portfolio Manager for Global Small Cap and US Small and Mid Cap Equities: New York Joined the Company in 2001 with 16 years of industry experience. Prior to his current role, Joseph served as a European Equities Portfolio Manager at Scudder Investments (which was later acquired by Deutsche Bank). Prior to joining, he worked as a Senior Analyst for International Equities at Merrill Lynch Asset Managers, as an International Research Analyst at PCM International and in various investment positions at Prudential Capital Corporation, Prudential-Bache Capital Funding and Prudential Equity Management Associates BS from Carlson School of Management, University of Minnesota; CFA Charterholder

Michael A. Sesser

Start Date

Tenure

Tenure Rank

May 30, 2017

0.25

0.3%

Michael A. Sesser, Assistant Vice President. Portfolio Manager. Joined Deutsche Asset & Wealth Asset Management in 2009. Equity Research Analyst inNew York Since 2009. BA in Ethics, Politics & Economics from Yale University; MBA from University of Michigan, Ross School of Business (2007 - 2009).

Peter M. Barsa

Start Date

Tenure

Tenure Rank

May 30, 2017

0.25

0.3%

Peter Barsa is a Vice President, Portfolio Manager and Research Analyst . Joined Deutsche Asset & Wealth Management in 1999. BS in Finance, Villanova University.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.0 33.38 8.62 8.84

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