Performance
Trailing returns
| 1 day |
| -0.93% | |||
| 1 week | +1.52% |
| |||
| 4 week | +5.11% |
| |||
| 3 month | +7.91% |
| |||
| YTD | +17.47% |
| |||
| 1 year | +30.65% |
| |||
| 3 years* | +14.54% |
| |||
| 5 years* | +5.68% |
| |||
| *annualized | |||||
| Best 3 month return | +26.16% | |
| Worst 3 month return | -33.61% |
Morningstar statistics
Morningstar category: Large Blend
| Return | Risk | Rating | |
| 3 years | Average | Above Average |
 
|
| 5 years | Above Average | Above Average |
|
| 10 years | Average | Above Average |
|
| Overall | Average | Above Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 3.08B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.64% | |
| Management fee | - | |
| Fund family | DWS Investments |
Asset allocation
| Cash | 0.00% | |
| Stocks | 98.78% | |
| Bonds | 1.22% | |
| Other | 0.00% |
Purchase information
| Initial | $2,500 | |
| Additional | $50 | |
| IRA Initial | $1,000 | |
| AIP Initial | $1,000 | |
| AIP Additional | $50 |
21.73+0.32(1.49%)
May 17, 4:00PM EDT
Overall Morningstar RatingTM
Description
The investment seeks long-term growth of capital, current income and growth of income. The fund invests at least 65% of total assets in equities, mainly common stocks. Although it can invest in companies of any size and from any country, the fund invests primarily in large US companies. It may favor securities from different industries and companies at different times. At times, the fund's assets may be invested in securities in relatively few industries or sectors. It may lend securities (up to one-third of total assets) to approved institutions.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Russell Shtern (Started: May 1, 2010)
Robert Wang (Started: Jan 23, 2007)
Russell Shtern (Started: May 1, 2010)
Robert Wang (Started: Jan 23, 2007)
DWS Investments Services, P.O. Box 219151, Kansas City, MO 64121-9151, USA
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -1.74 | -2.12 | 0.45 | -0.96 | |
| Beta* | 1.18 | 1.10 | 1.06 | 1.05 | |
| Mean annual return | 1.44 | 1.03 | 0.64 | 0.67 | |
| R-squared* | 89.79 | 95.97 | 96.35 | 96.02 | |
| Standard deviation | 12.72 | 16.84 | 20.36 | 15.69 | |
| Sharpe ratio | 1.36 | 0.73 | 0.37 | 0.41 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Boeing Co (BA) | 1.86% | |
| Allstate Corp (ALL) | 1.83% | |
| Marathon Petroleum Corp (MPC) | 1.74% | |
| Discover Financial Services (DFS) | 1.69% | |
| Chevron Corp (CVX) | 1.67% | |
| WellPoint Inc (WLP) | 1.64% | |
| International Business Machines Corp (IBM) | 1.63% | |
| Eli Lilly and Company (LLY) | 1.60% | |
| Weyerhaeuser Co (WY) | 1.59% | |
| Tesoro Corporation (TSO) | 1.59% |