3 / 5 Stars
3 3 5 1 3
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 38 Market Neutral 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 3.31 percent over the past year, 0.39 percent over the past three years, and 0.96 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||2.6%|
|3 Years (Annualized)||0.4%|
|5 Years (Annualized)||1.0%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation independent of stock market direction. The fund invests in long and short positions of common stock of large US companies. Its equity investments will consist mainly of investments in common stocks, but may also include investments in other types of equities such as preferred stocks or convertible stocks. Portfolio management buys (takes long positions in) common stocks that it believes are undervalued and sells short common stocks (borrows the stock and then sells it) that it believes are overvalued.
Fees are Above Average compared to funds in the same category.
DWS Disciplined Market Neutral Fund has an expense ratio of 2.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.