1 / 5 Stars
1 1 5 1 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#108 in Conservative Allocation
U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 3.23 percent over the past year, 2.84 percent over the past three years, 4.72 percent over the past five years, and 3.63 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.0%|
|3 Years (Annualized)||2.8%|
|5 Years (Annualized)||4.7%|
|10 Years (Annualized)||3.6%|
The investment seeks to provide a guaranteed return of investment on November 15, 2014 to investors who reinvest all dividends and hold their shares to the Maturity Date, and to provide long-term growth of capital. The fund invests a portion of assets in "zero coupon" US Treasury obligations ("Zero Coupon Treasuries") and the balance of its assets in common stocks or investment vehicles that provide exposure to common stocks. It may lend securities (up to one-third of total assets) to approved institutions.
Fees are Above Average compared to funds in the same category.
DWS Target 2014 Fund has an expense ratio of 1.16 percent.
Risk is Low compared to funds in the same category according to Morningstar.