NasdaqGM - Delayed Quote • USD
DWS ESG Core Equity Fund Class A (MIDVX)
At close: March 9 at 3:00 PM EST
Fund Summary
The investment seeks long-term growth of capital, current income and growth of income. 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 38.57% |
| Worst 1Y Total Return | -40.03% |
| Number of Years Up | 12 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 9.78% |
| 5y Average Return | 5.86% |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MIDVX | Category Average | MIDVX | Category Average | MIDVX | Category Average | |
| Alpha | -2.88 | -0.02 | -4.39 | -0.01 | -3.79 | -0.02 |
| BETA | 1.03 | 0.01 | 1.01 | 0.01 | 1.07 | 0.01 |
| Mean Annual Return | 1.35 | 0.01 | 1.08 | 0.01 | 1.04 | 0.01 |
| R-squared | 96.71 | 0.95 | 92.47 | 0.95 | 89.12 | 0.95 |
| Standard Deviation | 19.42 | 0.19 | 15.7 | 0.15 | 15.34 | 0.14 |
| Sharpe Ratio | 0.77 | 0.01 | 0.75 | 0.01 | 0.77 | 0.01 |
| Treynor Ratio | 13.67 | 0.16 | 11.16 | 0.15 | 10.59 | 0.12 |
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