Morningstar

DWS ESG Core Equity Institutional DESGX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 24.35  /  +0.54 %
  • Total Assets 247.8 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.78%
  • 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 DESGX

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

  • People Pillar

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

DWS ESG Core Equity Institutional’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings DESGX

More DESGX 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

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Technology

Apple Inc

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Technology

Alphabet Inc Class A

6.78 16.6 Mil
Communication Services

NVIDIA Corp

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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

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