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DWS ESG Core Equity Institutional (DESGX)

22.25 -0.13 (-0.58%)
At close: 8:05 AM EDT
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DELL
  • Previous Close 22.38
  • YTD Return 6.98%
  • Expense Ratio 1.05%
  • Category Large Blend
  • Last Cap Gain 30.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 217.53M
  • Beta (5Y Monthly) 1.01
  • Yield 0.88%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.19
  • Inception Date Aug 1, 2005

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

Fund Family

Large Blend

Fund Category

217.53M

Net Assets

2005-08-01

Inception Date

Performance Overview: DESGX

Trailing returns as of 5/30/2024. Category is Large Blend.

YTD Return

DESGX
6.98%
Category
5.31%
 

1-Year Return

DESGX
23.08%
Category
20.31%
 

3-Year Return

DESGX
9.64%
Category
6.48%
 

5-Year Return

DESGX
14.32%
Category
11.78%
 

Holdings: DESGX

Top 10 Holdings (41.22% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 10.11%
AAPL
Apple Inc. 7.47%
GOOGL
Alphabet Inc. 6.43%
NVDA
NVIDIA Corporation 4.07%
GE
General Electric Company 2.88%
CI
The Cigna Group 2.67%
BAC
Bank of America Corporation 1.99%
HLT
Hilton Worldwide Holdings Inc. 1.96%
AMGN
Amgen Inc. 1.88%
CRM
Salesforce, Inc. 1.77%

Sector Weightings

SectorDESGX
Technology   30.77%
Healthcare   13.12%
Industrials   9.35%
Energy   3.43%
Real Estate   2.45%
Utilities   1.64%

Recent News: DESGX

Research Reports: DESGX

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