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Morningstar

DWS CROCI Equity Dividend C KDHCX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 56.88  /  +1.21 %
  • Total Assets 886.5 Mil
  • Adj. Expense Ratio
    1.830%
  • Expense Ratio 1.830%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 1.81%
  • Turnover 60%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis KDHCX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit DWS CROCI Equity Dividend C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings KDHCX

More KDHCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amgen Inc

2.87 24.9 Mil
Healthcare

Sempra

2.70 23.4 Mil
Utilities

Altria Group Inc

2.69 23.4 Mil
Consumer Defensive

Comcast Corp Class A

2.67 23.2 Mil
Communication Services

Bank of America Corp

2.67 23.2 Mil
Financial Services

Philip Morris International Inc

2.64 23.0 Mil
Consumer Defensive

JPMorgan Chase & Co

2.64 22.9 Mil
Financial Services

Bank of New York Mellon Corp

2.63 22.9 Mil
Financial Services

Kinder Morgan Inc Class P

2.61 22.7 Mil
Energy

Hewlett Packard Enterprise Co

2.61 22.7 Mil
Technology