| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
#68 in Large Blend
U.S. News evaluated 496 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 26.86 percent over the past year, 16.65 percent over the past three years, 5.31 percent over the past five years, and 7.46 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.2% |
| 1 Year | 26.9% |
| 3 Years (Annualized) | 16.6% |
| 5 Years (Annualized) | 5.3% |
| 10 Years (Annualized) | 7.5% |
Summary
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 Standard & Poor's 500 Composite Stock Price Index. Under normal circumstances, the Portfolio 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, such as futures contracts and options, that provide exposure to the stocks of companies in the index.
Fees
Fees are Below Average compared to funds in the same category.
DWS Equity 500 Index Fund has an expense ratio of 0.25 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
