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DWS ESG Core Equity R6 (DESUX)

22.72
+0.09
+(0.40%)
At close: January 14 at 6:45:33 PM EST

Fund Summary

Under normal circumstances, the fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equities, mainly common stocks, which meet the Advisor's sustainability criteria at the time of investment. Although it can invest in companies of any size and from any country, the fund invests primarily in large U.S. companies.

DWS ESG Core Equity R6

Chicago, IL 60603
345 Park Avenue

Fund Overview

Category Large Blend
Fund Family DWS
Net Assets 236.5M
YTD Return 23.90%
Yield 0.68%
Morningstar Rating
Inception Date Aug 01, 2005

Fund Operations

Last Dividend 0.17
Last Cap Gain 30.00
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense DESUX Category Average
Annual Report Expense Ratio (net) 0.55% 0.78%
Prospectus Net Expense Ratio 0.55% --
Prospectus Gross Expense Ratio 0.62% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Joined DWS in 2017 with 19 years of industry experience; previously, Senior Consultant at the firm with responsibility for the implementation of BlackRock's Aladdin platform in the US; Portfolio Manager for multi-asset portable alpha strategies at Oppenheimer Funds; Portfolio Manager for global macro and fixed income at various companies, including True North Partners, HSBC, Societe General and GE; and Analyst, Metlife Investments. BA in Economics, Rutgers University.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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