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DWS ESG Core Equity S DESSX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 21.01  /  −0.52 %
  • Total Assets 216.3 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 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 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.

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.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings DESSX

  • 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