1 / 5 Stars
2 2 1 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#27 in Target Date 2036-2040
U.S. News evaluated 51 Target Date 2036-2040 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 14.37 percent over the past year, 7.88 percent over the past three years, and 15.05 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||15.0%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve as high a total return as is consistent with its asset allocation until the target year. 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 is managed using an asset allocation determined by the Advisor (as of October 31, 2013, the fund's asset allocation was approximately 85% equity funds, 10% fixed income funds, 2% alternative assets and 3% cash). The fund is non-diversified.
Fees are Average compared to funds in the same category.
DWS LifeCompass 2040 Fund has an expense ratio of 0.47 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.