DWS Core Equity Fund

Shareclass
DWS Core Equity S (SCDGX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund DWS Core Equity Fund

FUND COVERAGE
# of holdings91
% of assets99%
Score
55 / 100
Rank

63.8 percentile

Group: U.S. Large Cap Equity

Rank: #530 out of 1,462

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Bank of America Corp
         % of fund invested: 0.78%
         $USD invested: $36.85M
  • 2. Philip Morris International Inc
         % of fund invested: 0.66%
         $USD invested: $30.99M
  • 3. JPMorgan Chase & Co
         % of fund invested: 3.1%
         $USD invested: $146.35M
  • 4. Wells Fargo & Co
         % of fund invested: 1.5%
         $USD invested: $70.83M
  • 5. Hasbro Inc
         % of fund invested: 0.82%
         $USD invested: $38.99M
  • 6. Johnson & Johnson
         % of fund invested: 0.91%
         $USD invested: $43.17M
  • 7. Zillow Group Inc Class C
         % of fund invested: 0.62%
         $USD invested: $29.17M
  • 8. General Motors Co
         % of fund invested: 0.99%
         $USD invested: $46.66M
  • 9. Microsoft Corp
         % of fund invested: 8.92%
         $USD invested: $421.82M
  • 10. S&P Global Inc
         % of fund invested: 0.83%
         $USD invested: $39.42M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Rocket Lab Corp
         % of fund invested: 0.27%
         $USD invested: $12.99M
  • 2. Palantir Technologies Inc Ordinary Shares - Class A
         % of fund invested: 0.25%
         $USD invested: $11.79M
  • 3. Blackstone Inc
         % of fund invested: 0.63%
         $USD invested: $29.7M
  • 4. Nucor Corp
         % of fund invested: 0.6%
         $USD invested: $28.47M
  • 5. Coupang Inc Ordinary Shares - Class A
         % of fund invested: 0.46%
         $USD invested: $21.88M
  • 6. HF Sinclair Corp
         % of fund invested: 0.65%
         $USD invested: $30.62M
  • 7. DraftKings Inc Ordinary Shares - Class A
         % of fund invested: 0.36%
         $USD invested: $17.01M
  • 8. Broadcom Inc
         % of fund invested: 1.39%
         $USD invested: $65.78M
  • 9. MKS Inc
         % of fund invested: 0.31%
         $USD invested: $14.55M
  • 10. Fortinet Inc
         % of fund invested: 0.38%
         $USD invested: $17.79M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund DWS Core Equity Fund

Totals

Holdings
Assets
Weight
Prisons
6
$956.75M
20%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
7
$930.79M
20%
     Borders high risk
3
$90.76M
1.92%
Total
9
$1.05B
22%
Full fund results

Holdings — 9 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$421.82M
8.92%
Prisons
Borders :
$421.82M
8.92%
2.
Alphabet Inc Class C
Prisons
Borders
$208.18M
4.4%
Prisons
Borders :
$208.18M
4.4%
3.
Amazon.com Inc
Prisons
Borders
$163.37M
3.46%
Prisons
Borders :
$163.37M
3.46%
4.
Walmart Inc
Prisons
$85.18M
1.8%
Prisons
$85.18M
1.8%
5.
General Motors Co
Prisons
Borders
$46.66M
0.99%
Prisons
Borders :
$46.66M
0.99%
6.
RTX Corp
Borders
$39.92M
0.84%
Borders :
$39.92M
0.84%
7.
Lockheed Martin Corp
Borders
$39.04M
0.83%
Borders :
$39.04M
0.83%
8.
Costco Wholesale Corp
Prisons
$31.55M
0.67%
Prisons
$31.55M
0.67%
9.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$11.79M
0.25%
Borders :
$11.79M
0.25%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer