DWS ESG Core Equity Fund

Shareclass

DWS ESG Core Equity A (DESAX)

Type

Open-end mutual fund

Manager

DWS

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

91.9

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 209 out of 2,554 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Biogen Inc
0.35% of assets
$825,438 invested
2. Mastercard Inc Class A
0.52% of assets
$1.22M invested
3. Bank of America Corp
2.36% of assets
$5.5M invested
4. Citigroup Inc
1.58% of assets
$3.69M invested
5. Hilton Worldwide Holdings Inc
1.01% of assets
$2.36M invested
6. JPMorgan Chase & Co
1.31% of assets
$3.05M invested
7. PepsiCo Inc
1.49% of assets
$3.46M invested
8. PayPal Holdings Inc
0.63% of assets
$1.47M invested
9. Bristol-Myers Squibb Co
0.56% of assets
$1.29M invested
10. The Goldman Sachs Group Inc
1.73% of assets
$4.02M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. ChargePoint Holdings Inc Ordinary Shares - Class A
0.02% of assets
$35,419 invested
2. RingCentral Inc Class A
0.25% of assets
$587,492 invested
3. Five Below Inc
0.2% of assets
$471,552 invested
4. New Fortress Energy Inc Class A
0.33% of assets
$765,070 invested
5. Cincinnati Financial Corp
0.57% of assets
$1.32M invested
6. Skyworks Solutions Inc
0.3% of assets
$700,130 invested
7. Broadcom Inc
0.63% of assets
$1.46M invested
8. Digital Realty Trust Inc
0.63% of assets
$1.47M invested
9. PulteGroup Inc
1.12% of assets
$2.6M invested
10. Take-Two Interactive Software Inc
0.58% of assets
$1.34M invested

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Financial performance

Performance data provided by

Find more financial data on DESAX at Morningstar.com

Gender Equality and Returns

Returns chart for DWS ESG Core Equity Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

DESAX

DWS ESG Core Equity Fund

Family

DWS

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.22% less in annualized returns

Higher overall gender equality score

2 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

DESAX

DWS ESG Core Equity Fund

Family

DWS

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.22% less in annualized returns

Higher overall gender equality score

2 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

DESAX

DWS ESG Core Equity Fund

Family

DWS

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.22% less in annualized returns

Higher overall gender equality score

2 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
DESAX - DWS ESG Core Equity Fund

4.19%

8.65%

19%

9.25%

57 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-4.02%

-0.38%

<0.01%

-3.22%

2 / 100 points higher

Find more financial data on DESAX at Morningstar.com

What's next?

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