Morningstar

DWS ESG Core Equity A DESAX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 24.37  /  +0.54 %
  • Total Assets 247.8 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.57%
  • Turnover 11%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis DESAX

Will DESAX 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 DESAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Strength in DWS ESG Core Equity A's Process Pillar is partially offset by an Average People Pillar rating, leading 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DESAX

More DESAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.17 22.4 Mil
Technology

Apple Inc

8.97 22.0 Mil
Technology

Alphabet Inc Class A

6.78 16.6 Mil
Communication Services

NVIDIA Corp

4.89 12.0 Mil
Technology

The Cigna Group

2.38 5.8 Mil
Healthcare

GE Aerospace

2.34 5.7 Mil
Industrials

Amgen Inc

2.04 5.0 Mil
Healthcare

Iron Mountain Inc

2.02 4.9 Mil
Real Estate

Bank of America Corp

1.96 4.8 Mil
Financial Services

American Express Co

1.75 4.3 Mil
Financial Services

Sponsor Center