3 / 5 Stars
2 3 5 1 1
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 47 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 2.07 percent over the past year, 1.40 percent over the past three years, and 0.70 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.5%|
|3 Years (Annualized)||1.4%|
|5 Years (Annualized)||0.7%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation independent of stock market direction. The fund seeks to achieve its investment objective by employing a multi-manager approach whereby portions of the fund's assets are allocated to separate investment management teams, including subadvisors, that employ different market neutral investment strategies. Its investment portfolio is primarily comprised of long and short positions in securities from US, foreign and emerging markets and may also include derivative instruments that provide long and short exposures to such securities or relevant market indices.
Fees are High compared to funds in the same category.
DWS Diversified Market Neutral Fund has an expense ratio of 1.77 percent.
Risk is Average compared to funds in the same category according to Morningstar.