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Morningstar

DWS ESG Core Equity A DESAX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 18.35  /  0.33 %
  • Total Assets 190.3 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.79%
  • Turnover 17%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis DESAX

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

People Pillar

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

DWS ESG Core Equity A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DESAX

More DESAX Holdings
  • Current Portfolio Date
  • Equity Holdings 89
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 39.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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19,422,226
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Microsoft Corp

8.97
18,330,818
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Alphabet Inc Class A

6.62
13,523,903
Communication Services

PepsiCo Inc

2.64
5,398,661
Consumer Defensive

General Electric Co

2.62
5,349,060
Industrials

The Cigna Group

2.41
4,920,497
Healthcare

NVIDIA Corp

2.12
4,323,834
Technology

Amgen Inc

1.72
3,507,333
Healthcare

Oracle Corp

1.70
3,474,463
Technology

American Water Works Co Inc

1.65
3,370,545
Utilities