DWS Core Plus Allocation C
345 Park Avenue Boston MA 02110-4103
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Phone: 800-621-1048
| Category: | Moderate Allocation | | Fund Family: | DWS Investments | | Net Assets: | 7.42M | | Year-to-Date Return: | -10.26% | | Yield: | 3.64% | | Morningstar Rating: | N/A | | Fund Inception Date: | 15-Aug-06 |
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Inna Okounkova
Lead Manager since
15-Aug-06 | | | 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 long-term growth of capital; current income is secondary consideration. The fund invests in a combination of other DWS funds. The underlying funds invest in the following asset classes: US Equity (Value), US Equity (Growth), US Equity (Small Cap), International/Global Equity and Fixed Income. The fund may also invest in securities of non-affiliated ETFs. In addition to making allocations in the underlying funds, it also intends to use the iGAP strategy. |
| Last Dividend
(28-Dec-07):
| 0.35 | | Last Cap Gain
(28-Dec-07):
| 0.11 | | Annual Holdings Turnover
| 3.00% | | Average for Category:
| 71.15% |
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| Expense | CORPX | Category
Avg | | Total Expense Ratio: | 1.44%
| 1.09% | | Max 12b1 Fee: | 0.91%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.26% | | Max Deferred Sales Load: | 1.00%
| 2.76% | | 3 Yr Expense Projection*: |
$882 | $626 | | 5 Yr Expense Projection*: |
$1,560 | $953 | | 10 Yr Expense Projection*: |
$3,370 | $1,864 |
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1.49% Nasdaq 
0.27%
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