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Morningstar

DWS Global Small Cap Inst KGDIX

Morningstar Analyst Rating
Quantitative rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 28.73  /  1.37 %
  • Total Assets 164.3 Mil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.130%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.24%
  • Turnover 30%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis KGDIX

Will KGDIX 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 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.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit DWS Global Small Cap Inst to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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