DWS Balanced Inst
345 Park Avenue Chicago IL 60603
Map
Phone: 800-730-1313
| Category: | Moderate Allocation | | Fund Family: | DWS Investments | | Net Assets: | 3.48M | | Year-to-Date Return: | 21.82% | | Yield: | 1.74% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jul-95 |
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Robert Wang
Lead Manager since
30-Sep-05 | | | Robert Wang, Managing Director -Head of Quantitative Strategies Portfolio Management; member of iGAP Global Oversight Committee and DB Advisors Investment Committee: New York -Joined the Company in 1995 as a senior fixed income portfolio manager after 13 years of experience at J.P. Morgan and Co. trading fixed income, derivatives and foreign exchange products -BS in Economics from The Wharton School, University of Pennsylvania |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks the highest total return, a combination of income and capital appreciation, consistent with reasonable risk. The fund normally invests approximately 60% of net assets in common stocks and other equity securities and approximately 40% of net assets in fixed-income securities, including lower-quality, high-yield debt securities. It may at all times invest at least 25% of net assets in fixed-income senior securities. The fund may invest in securities of any size and from any country. It may also invest in ETF. |
| Last Dividend
(23-Sep-09):
| 0.04 | | Last Cap Gain
(14-Dec-07):
| 0.05 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 82.83% |
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| Expense | KTRIX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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0.63% Nasdaq 
0.03%
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