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Morningstar

DWS Global Macro C DBICX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.38  /  0.43 %
  • Total Assets 203.7 Mil
  • Adj. Expense Ratio
    1.780%
  • Expense Ratio 1.830%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Tactical Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.55%
  • Turnover 40%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis DBICX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit DWS Global Macro C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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