4 / 5 Stars
5 5 5 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#43 in Large Blend
U.S. News evaluated 498 Large Blend 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 16.53 percent over the past year, 12.59 percent over the past three years, 5.09 percent over the past five years, and 7.77 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.6%|
|3 Years (Annualized)||12.6%|
|5 Years (Annualized)||5.1%|
|10 Years (Annualized)||7.8%|
The investment seeks to provide investment results that, before expenses, correspond to the total return of common stocks publicly traded in the United States, as represented by the S&P 500 Index. The fund is a feeder fund that invests substantially all of its assets in a "master portfolio," the DWS Equity 500 Index Portfolio ("Portfolio"), which will invest directly in securities and other instruments. It intends to invest at least 80% of assets, determined at the time of purchase, in stocks of companies included in the S&P 500 (Reg. TM) Index and in derivative instruments. It may also hold short-term debt securities and money market instruments.
Fees are Average compared to funds in the same category.
DWS Equity 500 Index Fund has an expense ratio of 0.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.