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Dws Esg Balance Portfolio E (LP60035087)

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35.070 +0.040    +0.11%
25/04 - Closed. Currency in EUR
Type:  Fund
Market:  Germany
ISIN:  DE0008471301 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 20.81M
Oppenheim Portfolio E 35.070 +0.040 +0.11%

LP60035087 Overview

 
Find basic information about the Dws Esg Balance Portfolio E mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LP60035087 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change2.25%
Prev. Close35.03
Risk Rating
TTM Yield1.86%
ROE24.20%
IssuerN/A
TurnoverN/A
ROA8.31%
Inception DateSep 01, 1971
Total Assets20.81M
Expenses1.04%
Min. Investment1
Market Cap76.92B
CategoryEUR Cautious Allocation
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Dws Esg Balance Portfolio E Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 997 997 1049 1058 1192 1201
Fund Return -0.28% -0.28% 4.95% 1.9% 3.58% 1.85%
Place in category 615 615 160 364 253 65
% in Category 63 63 17 44 32 14

Top Equity Funds by DWS Investment GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  DWS Top Dividende FD 19.53B 6.10 4.91 5.65
  DWS Top Dividende LD 19.53B 5.96 4.34 5.07
  DWS Top Dividende LDQ 19.53B 5.96 4.33 5.05
  DWS Vermogensbildungsfonds I LD 13.35B -5.90 6.21 8.25
  DWS Akkumula LC 9.13B -6.26 6.04 8.14

Top Funds for EUR Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Kapital Plus P EUR 7.41M 0.91 -2.17 2.49
  DE000A2DU1Y2 16.68M -0.15 -3.20 1.46
  Kapital Plus P2 EUR 1.78M 2.45 0.39 2.48
  Kapital Plus I EUR 94.87M 2.43 0.24 2.33
  Kapital Plus A EUR 2.49B -1.26 -0.49 1.05

Top Holdings

Name ISIN Weight % Last Change %
  iShares Edge MSCI World Minimum Volatility ESG UCI IE00BKVL7778 8.59 6.72 -0.59%
  Xtrackers MSCI World Minimum Volatility ESG UCITS IE0008YN0OY8 8.57 30.39 -0.49%
DWS Invest SDG Global Equities FC LU1891310895 7.82 - -
  Deutsche Invest I LowVol World FC LU1230072396 5.17 187.880 -0.81%
Stoneweg EREIT Lux Finco S.a.r.l. 4.25% XS2986319205 5.13 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators BUY Strong Sell Strong Buy
Summary Neutral Neutral Strong Buy
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