DWS LifeCompass Protect 2017 Instl
345 Park Avenue Chicago IL 60606
Phone: 800-730-1313
| Category: |
Target Date 2016-2020 |
| Fund Family: |
DWS Investments |
| Net Assets: |
240.00K |
| Year-to-Date Return: |
1.04% |
| Yield: |
3.73% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
02-Nov-07 |
|
Inna Okounkova
Lead Manager since
02-Nov-07 |
|
| Okounkova is a director and portfolio manager of Deutsche Asset Management. She joined the frim in 1999 as a quantitative analyst, becoming an associate portfolio manager in 2001. |
| Min Initial Investment: |
$1,000,000 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
NaN |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks to maximize total return consistent with capital preservation. The fund allocates assets between a managed equity portfolio (the "active component") and a managed fixed income portfolio (the "reserve component"). The fund may allocate all assets to the active component and none to the reserve component. The initial allocation of assets depends in part on the current level of interest rates and the conditions of the equity markets in general. |
| Last Dividend
(30-Dec-09):
|
0.33 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
42.34% |
|
| Expense |
PROTX |
Category
Avg |
| Total Expense Ratio: |
1.80%
|
0.68% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.31% |
| Max Deferred Sales Load: |
%
|
2.26% |
| 3 Yr Expense Projection*: |
$641 |
$761 |
| 5 Yr Expense Projection*: |
$1,126 |
$1,153 |
| 10 Yr Expense Projection*: |
$2,465 |
$2,304 |
|
|
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