DWS Alternative Asset Allocation Plus C
345 Park Avenue Chicago IL 60603
Map
Phone: 800-621-1048
| Category: | World Allocation | | Fund Family: | DWS Investments | | Net Assets: | 125.13M | | Year-to-Date Return: | -4.11% | | Yield: | 2.17% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Jul-07 |
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Inna Okounkova
Lead Manager since
30-Jul-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 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund invests assets in a combination of other DWS funds (the "underlying funds"), certain other securities and derivative instruments. It allocates assets among underlying funds that emphasize alternative or non-traditional asset categories or investment strategies. The fund may allocate approximately 5% of net assets to margin payments on futures, premiums on options and other derivative instruments that comprise the iGAP strategy. It is nondiversified. |
| Last Dividend
(28-Dec-07):
| 0.21 | | Last Cap Gain
(23-Jun-08):
| 0.05 | | Annual Holdings Turnover
| .00% | | Average for Category:
| 50.86% |
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| Expense | AAAPX | Category
Avg | | Total Expense Ratio: | 1.22%
| 1.17% | | Max 12b1 Fee: | 0.99%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 1.00%
| 2.39% | | 3 Yr Expense Projection*: |
$853 | $684 | | 5 Yr Expense Projection*: |
$1,482 | $1,055 | | 10 Yr Expense Projection*: |
$3,175 | $2,095 |
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1.49% Nasdaq 
0.27%
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