DWS Blue Chip B 345 Park Avenue Chicago IL 60606 Map
Phone: 800-621-1048
| Category: | Large Blend | | Fund Family: | DWS-Scudder | | Net Assets: | 28.38M | | Year-to-Date Return: | -12.96% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-May-94 |
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Robert Wang
Lead Manager since
16-May-03 | | | Wang is a managing director of Deutsche Asset Management and the Global Head of Quantitative Strategies Portfolio Management based in New York. He joined Deutsche Asset Management in 1995 as portfolio manager for asset allocation after 13 years of experience of trading fixed income, foreign exchange and derivative products at J.P. Morgan. |
| 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 growth of capital and of income. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks of large US companies that are similar in size to the companies in the S&P 500 index. Managers look for companies that have established histories of earnings, easy access to credit, good industry positions, and superior management structures. The fund may invest up to 20% of total assets in foreign securities. It may lend its investment securities in an amount up to 33 1/3% of total assets to approved institutional borrowers. |
| Last Dividend
(22-Dec-97):
| 0.01 | | Last Cap Gain
(18-Dec-07):
| 2.94 | | Annual Holdings Turnover
| 266.00% | | Average for Category:
| 71.12% |
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| Expense | KBCBX | Category Avg | | Total Expense Ratio: | 1.99%
| 1.11% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 4.00%
| 2.63% | | 3 Yr Expense Projection*: |
$924 | $576 | | 5 Yr Expense Projection*: |
$1,273 | $875 | | 10 Yr Expense Projection*: |
$1,890 | $1,735 |
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