DWS Dreman Concentrated Value C 345 Park Avenue Chicago IL 60603 Map
Phone: 800-621-1048
| Category: | Large Value | | Fund Family: | DWS Investments | | Net Assets: | 5.96M | | Year-to-Date Return: | -46.74% | | Yield: | 1.25% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-05 |
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David N. Dreman
Lead Manager since
01-Jun-05 | | | David Dreman is the founder of Dreman Value Management. Previously Mr. Dreman had been an investment advisor and securities analyst for more than 20 years. As well, he was Director of New York Research for Rauscher Pierce Refsnes Securities Corp., Senior Investment Officer with J&W Seligman, and Senior Editor with the Value Line Investment Service. Mr. Dreman has also authored several widely acclaimed books dealing with investment strategies and stock market success. |
| 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. The funds invests primarily in the common stocks of large companies that the portfolio managers believe are undervalued, but have favorable prospects for appreciation. It normally invests in a core position of common stocks (normally 20 to 25 stocks). The fund may invest up to 20% of total assets in foreign securities and up to 10% of total assets in high yield bonds. It is nondiversified. |
| Last Dividend
(23-Sep-08):
| 0.01 | | Last Cap Gain
(24-Mar-08):
| 0.32 | | Annual Holdings Turnover
| 58.00% | | Average for Category:
| 60.91% |
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| Expense | LOPCX | Category Avg | | Total Expense Ratio: | 2.02%
| 1.28% | | Max 12b1 Fee: | 0.99%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.42% | | Max Deferred Sales Load: | 1.00%
| 2.66% | | 3 Yr Expense Projection*: |
$700 | $591 | | 5 Yr Expense Projection*: |
$1,217 | $885 | | 10 Yr Expense Projection*: |
$2,636 | $1,741 |
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