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DWS ESG Core Equity R DESRX

Quantitative rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 16.89  /  0.30 %
  • Total Assets 183.0 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.050%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.52%
  • Turnover 17%

Morningstar’s Analysis DESRX

Will DESRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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DWS ESG Core Equity R's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. 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.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DESRX

  • Current Portfolio Date Jan 31, 2023
  • Equity Holdings 89
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 36.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.78
14,644,084
Technology
7.57
14,265,375
Technology
5.35
10,071,598
Communication Services
2.80
5,280,156
Healthcare
2.62
4,925,205
Consumer Defensive
2.42
4,557,221
Energy
2.01
3,780,700
Healthcare
2.00
3,768,315
Industrials
1.90
3,577,674
Utilities
1.71
3,218,371
Industrials