Morningstar

DWS Global Small Cap Fund - Class Inst KGDIX

Morningstar Medalist Rating
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Medalist Rating as of See DWS Investment Hub
  • NAV / 1-Day Return $38.54  /  +1.34 %
  • Fund Size $195.3M
  • Adjusted Expense Ratio 1.110%
  • Net Expense Ratio 1.120%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.76%
  • Turnover Ratio 56%
NAV and 1-Day Return as of

Morningstar’s Analysis KGDIX

Will KGDIX outperform in the 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 KGDIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DWS Global Small Cap Inst holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings KGDIX

More KGDIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TechnipFMC PLC

2.15 4M
Energy

Affiliated Managers Group Inc

2.00 4M
Financial Services

Lumentum Holdings Inc

1.99 4M
Technology

Madison Square Garden Sports Corp Class A

1.86 4M
Communication Services

BridgeBio Pharma Inc

1.73 4M
Healthcare

Dws Central Cash Management Government Fund

1.67 3M
Cash and Equivalents

Ducommun Inc

1.65 3M
Industrials

Popular Inc

1.53 3M
Financial Services

Benchmark Electronics Inc

1.52 3M
Technology

Adeia Inc

1.32 3M
Technology

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