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DWS Global Small Cap Inst KGDIX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 31.77  /  +0.13 %
  • Total Assets 169.3 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Small Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.99%
  • Turnover 24%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis KGDIX

Will KGDIX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit DWS Global Small Cap Inst to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings KGDIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Builders FirstSource Inc

3.30 5.6 Mil
Industrials

Modine Manufacturing Co

2.72 4.6 Mil
Consumer Cyclical

Rush Enterprises Inc Class A

2.59 4.4 Mil
Consumer Cyclical

TopBuild Corp

2.58 4.4 Mil
Industrials

Casey's General Stores Inc

2.56 4.3 Mil
Consumer Cyclical

Buzzi Spa

2.11 3.6 Mil
Basic Materials

Thermon Group Holdings Inc

1.78 3.0 Mil
Industrials

SentinelOne Inc Class A

1.73 2.9 Mil
Technology

SouthState Corp

1.65 2.8 Mil
Financial Services

Synovus Financial Corp

1.64 2.8 Mil
Financial Services