Morningstar

DWS Global Small Cap Fund - Class Inst KGDIX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 39.18  /  +1.29 %
  • Total Assets 199.5M
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.120%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Small Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.76%
  • Turnover 56%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 2:01 AM GMT+0

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
Rated on Published on

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Portfolio Holdings KGDIX

More KGDIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Affiliated Managers Group Inc

2.15 4M
Financial Services

TechnipFMC PLC

2.00 4M
Energy

Madison Square Garden Sports Corp Class A

1.93 4M
Communication Services

BridgeBio Pharma Inc

1.83 4M
Healthcare

Ducommun Inc

1.75 4M
Industrials

Benchmark Electronics Inc

1.74 3M
Technology

Popular Inc

1.62 3M
Financial Services

Lumentum Holdings Inc

1.58 3M
Technology

SkyWest Inc

1.48 3M
Industrials

Adeia Inc

1.41 3M
Technology

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