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Morningstar

DWS ESG Core Equity R6 DESUX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 22.15  /  +0.77 %
  • Total Assets 224.5 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.88%
  • Turnover 11%

USD | NAV as of May 09, 2024 | 1-Day Return as of May 09, 2024, 10:11 PM GMT+0

Morningstar’s Analysis DESUX

Will DESUX 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 DESUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DESUX 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 DESUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

DWS ESG Core Equity R6’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DESUX

More DESUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Technology

Apple Inc

7.47 17.0 Mil
Technology

Alphabet Inc Class A

6.43 14.6 Mil
Communication Services

NVIDIA Corp

4.07 9.2 Mil
Technology

GE Aerospace

2.88 6.5 Mil
Industrials

The Cigna Group

2.67 6.1 Mil
Healthcare

Bank of America Corp

1.99 4.5 Mil
Financial Services

Hilton Worldwide Holdings Inc

1.96 4.4 Mil
Consumer Cyclical

Amgen Inc

1.88 4.3 Mil
Healthcare

Salesforce Inc

1.77 4.0 Mil
Technology