DWS Equity 500 Index S
345 Park Avenue Baltimore MD 21202
Map
Phone: 800-728-3337
| Category: | Large Blend | | Fund Family: | DWS Investments | | Net Assets: | 461.88M | | Year-to-Date Return: | 23.96% | | Yield: | 2.08% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-92 |
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Brent Reeder
Lead Manager since
01-May-07 | | | Brent Reeder, Senior Vice President at The Northern Trust Company, Chicago, is the Team Leader-Domestic Index in the Quantitative Management Group of Northern Trust Global Investments (NTGI). Before his current role, he was a Portfolio Manager in the Quantitative Management Group of NTGI, responsible for the management of index portfolios. Brent has a broad range of expertise in both large capitalization and small capitalization index mandates. |
| 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 to replicate the performance of the S&P 500. The fund invests all of assets in a master portfolio. It primarily invests at lease 80% of assets in common stock of companies that comprise the S&P 500 index, in approximately the same weightings as the S&P 500 index. The fund may also invest in derivative instruments. |
| Last Dividend
(23-Sep-09):
| 0.56 | | Last Cap Gain
(7-Dec-01):
| 1.23 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.74% |
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| Expense | BTIEX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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