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Morningstar

DWS Global Small Cap A KGDAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 25.78  /  1.94 %
  • Total Assets 159.4 Mil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.380%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Small/Mid Stock
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.01%
  • Turnover 30%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis KGDAX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit DWS Global Small Cap A to a 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-highest quintile among peers.

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