Morningstar

DWS Concept ESG Blue Economy LD EUR Distribution

Morningstar Medalist Rating
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Medalist Rating as of See DWS Investment Hub
  • NAV / 1-Day Return €103.73  /  −0.83 %
  • Fund Size €113.8M
  • Adjusted Expense Ratio —
  • Net Expense Ratio 1.770%
  • Fee Level: Distribution Average
  • Share Class Type —
  • Morningstar Category Sector Equity Water
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment —
  • Investment Status Open
  • TTM Yield 0.34%
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis

Will DWS Concept ESG Blue Economy LD EUR Distribution outperform in the 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 DWS Concept ESG Blue Economy LD EUR Distribution’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DWS Concept ESG Blue Economy LD EUR Distribution 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 DWS Concept ESG Blue Economy LD EUR Distribution’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DWS Concpt ESG Blue Economy LD EUR Dis holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Xylem Inc

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Prysmian SpA

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Veolia Environnement SA

4.85 6M
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Konecranes Oyj

4.82 6M
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Bureau Veritas SA

4.69 6M
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Carnival Corporation Ltd

4.35 5M
Consumer Cyclical

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