DWS Balanced Inst
345 Park Avenue Chicago IL 60603
Map
Phone: 800-730-1313
| Category: | Moderate Allocation | | Fund Family: | DWS Investments | | Net Assets: | 340.00K | | Year-to-Date Return: | -6.59% | | Yield: | 3.28% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jul-95 |
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Robert Wang
Lead Manager since
30-Sep-05 | | | Wang, managing director Head of Quantitative Strategies Portfolio Management; member of iGAP Global Oversight Committee and DB Advisors Investment Committee: New York Joined the Company in 1995 as a senior fixed income portfolio manager after 13 years of experience at J.P. Morgan and Co. trading fixed income, derivatives and foreign exchange products |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks the highest total return, a combination of income and capital appreciation, consistent with reasonable risk. The fund normally invests approximately 60% of net assets in common stocks and other equity securities and approximately 40% of net assets in fixed-income securities, including lower-quality, high-yield debt securities. It may at all times invest at least 25% of net assets in fixed-income senior securities. The fund may invest up to 25% of total assets in foreign securities. |
| Last Dividend
(23-Jun-08):
| 0.07 | | Last Cap Gain
(14-Dec-07):
| 0.05 | | Annual Holdings Turnover
| 178.00% | | Average for Category:
| 71.15% |
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| Expense | KTRIX | Category
Avg | | Total Expense Ratio: | 0.61%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$224 | $626 | | 5 Yr Expense Projection*: |
$390 | $953 | | 10 Yr Expense Projection*: |
$871 | $1,864 |
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