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Morningstar

DWS ESG Core Equity S DESSX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 20.84  /  −0.48 %
  • Total Assets 215.1 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.85%
  • Turnover 11%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis DESSX

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

  • People Pillar

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

DWS ESG Core Equity S’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 DESSX

More DESSX 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

Microsoft Corp

10.29 22.6 Mil
Technology

Apple Inc

8.15 17.9 Mil
Technology

Alphabet Inc Class A

6.11 13.4 Mil
Communication Services

NVIDIA Corp

3.69 8.1 Mil
Technology

General Electric Co

2.85 6.3 Mil
Industrials

The Cigna Group

2.55 5.6 Mil
Healthcare

Hilton Worldwide Holdings Inc

1.94 4.3 Mil
Consumer Cyclical

Salesforce Inc

1.88 4.1 Mil
Technology

Bank of America Corp

1.88 4.1 Mil
Financial Services

Amgen Inc

1.87 4.1 Mil
Healthcare