DWS Alternative Asset Allocation Plus S 345 Park Avenue Chicago IL 60603 Map
Phone: 800-728-3337
| Category: | World Allocation | | Fund Family: | DWS Investments | | Net Assets: | 150.34M | | Year-to-Date Return: | 21.31% | | Yield: | 5.94% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Jul-07 |
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Inna Okounkova
Lead Manager since
30-Jul-07 | | | Okounkova is a director and portfolio manager of Deutsche Asset Management. She joined the frim in 1999 as a quantitative analyst, becoming an associate portfolio manager in 2001. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund invests assets in a combination of other DWS funds (the "underlying funds"), certain other securities and derivative instruments. It allocates assets among underlying funds that emphasize alternative or non-traditional asset categories or investment strategies. The fund may also invest in securities of Exchange Traded Funds when the desired economic exposure to a particular asset category or investment strategy is not available through a DWS fund. It is nondiversified. |
| Last Dividend
(23-Jun-09):
| 0.10 | | Last Cap Gain
(23-Jun-08):
| 0.05 | | Annual Holdings Turnover
| 42.00% | | Average for Category:
| 100.92% |
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| Expense | AAASX | Category Avg | | Total Expense Ratio: | 1.35%
| 1.18% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.93% | | Max Deferred Sales Load: | %
| 2.27% | | 3 Yr Expense Projection*: |
$ 613 | $720 | | 5 Yr Expense Projection*: |
$ 1,088 | $1,137 | | 10 Yr Expense Projection*: |
$ 2,402 | $2,267 |
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