1 / 5 Stars
2 2 5 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#25 in Retirement Income
U.S. News evaluated 61 Retirement Income 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 8.33 percent over the past year, 6.40 percent over the past three years, 3.00 percent over the past five years, and 4.75 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||4.4%|
|3 Years (Annualized)||6.4%|
|5 Years (Annualized)||3.0%|
|10 Years (Annualized)||4.7%|
The investment seeks current income and, as a secondary objective, long-term growth of capital. The fund pursues its investment objective by investing in other DWS funds (i.e., mutual funds, exchange-traded funds (ETFs) and other pooled investment vehicles managed by Deutsche Investment Management Americas Inc., the fund's investment advisor, or one of its affiliates). It has a target asset allocation (the fund's current target asset allocation is approximately: 35% equity funds; and 65% fixed income funds), which portfolio management uses as a reference point in setting the fund's actual asset allocation. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
DWS LifeCompass Retirement Fund has an expense ratio of 0.62 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.