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Morningstar

DWS Global Small Cap Inst KGDIX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 29.11  /  −0.89 %
  • Total Assets 158.0 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 0.92%
  • Turnover 24%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 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.

  • 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.

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.

by Morningstar Manager Research
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 22.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Builders FirstSource Inc

3.18 5.2 Mil
Industrials

Modine Manufacturing Co

2.64 4.4 Mil
Consumer Cyclical

Casey's General Stores Inc

2.52 4.2 Mil
Consumer Cyclical

Rush Enterprises Inc Class A

2.43 4.0 Mil
Consumer Cyclical

TopBuild Corp

2.43 4.0 Mil
Industrials

SentinelOne Inc Class A

2.15 3.6 Mil
Technology

Buzzi Spa

1.87 3.1 Mil
Basic Materials

SouthState Corp

1.68 2.8 Mil
Financial Services

OC Oerlikon Corp AG, Pfaffikon

1.65 2.7 Mil
Industrials

Synovus Financial Corp

1.60 2.6 Mil
Financial Services