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DWS Mid Cap Value A (MIDVX)

14.22 Down 0.05(0.35%) May 23


Profile as of Feb 27, 2013Get Profile for:
DWS Mid Cap Value A
DWS Value Series, Inc345 Park AvenueChicago, IL 60603
Map
Phone: 800-728-3337
Fund Overview 
Category:Mid-Cap Value
Fund Family:DWS Investments
Net Assets:221.28M
Year-to-Date Return:10.37%
Yield:0.98%
Morningstar Rating:2 stars
Fund Inception Date:Jul 31, 2005
Morningstar Style Box 
Mid-Cap Value
[View Category Definition]
View Top Mid-Cap Value Funds
About the Morningstar Style Box
Management Information 
David Clifton Dreman
Lead Manager since Jul 31, 2005
Mr. Dreman is the founder, and Chairman of Dreman Value Management. Mr. Dreman founded his first investment firm, Dreman Value Management, Inc., in 1977 and served as its President and then Chairman to 1995, followed by a similar role at Dreman Value Advisors, Inc. from 1995 to 1997. Mr. Dreman is also the co-editor of the academic journal, The Journal of Behavioral Finance, a Director of the IFREE Foundation, whose founder Vernon Smith was awarded the Nobel Prize in Economics in 2002, and President of the Dreman Foundation.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:500
Min Initial Investment, AIP:500
Min Subsequent Investment:50
Min Subsequent Investment, IRA:50
Min Subsequent Investment, AIP:50
MIDVX can be purchased from 102 brokerages.

Fund Summary 
The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks of mid-cap companies that portfolio management believes are undervalued, but have favorable prospects for appreciation. It defines mid-cap companies as companies that have a market capitalization similar to the companies included in the Russell Midcap (Reg. TM) Value Index. The fund may also invest in the equity securities of real estate investment trusts (REITs).

Fund Operations 
Last Dividend (Dec 18, 2012) : 0.13
Last Cap Gain : 0.00
Annual Holdings Turnover (May 15, 2013) : 28.00%
Average for Category:57.57%
Fees & Expenses 
ExpenseMIDVXCategory Avg
Annual Report Expense Ratio (net):1.31%1.26%
Prospectus Net Expense Ratio:1.26%N/A
Prospectus Gross Expense Ratio:1.33%N/A
Max 12b1 Fee:0.24%N/A
Max Front End Sales Load:5.75%5.42%
Max Deferred Sales Load: N/A2.20%
3 Yr Expense Projection*:966620
5 Yr Expense Projection*:1,256957
10 Yr Expense Projection*:2,0791,915
* Per $10,000 invested