DWS Disciplined Long/Short Value Instl
345 Park Avenue Chicago IL 60603
Map
Phone: 800-621-1048
| Category: | Large Value | | Fund Family: | DWS Investments | | Net Assets: | 5.14M | | Year-to-Date Return: | -35.57% | | Yield: | 1.54% | | Morningstar Rating: | N/A | | Fund Inception Date: | 16-Nov-06 |
|
Julie Abbett
Lead Manager since
16-Nov-06 | | | Abbett, directorSenior portfolio manager for Active Quantitative Equity: New York Joined the Company in 2000 after 4 years of combined experience as a consultant with equity trading services for BARRA, Inc and a product developer at FactSet Research |
| 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 |
|
| |
| The investment seeks capital appreciation. The fund holds 80%-130% of net assets in long positions in stocks that managers believe will outperform the market and approximately 0%-30% of net assets in short positions in stocks that the managers believe will underperform the market. It intends to borrow up to 30% of net assets for investment purposes. The fund mainly invests in common stocks but may also include preferred stocks or convertible securities. |
| Last Dividend
(14-Dec-07):
| 0.10 | | Last Cap Gain
(14-Dec-07):
| 0.17 | | Annual Holdings Turnover
| 485.00% | | Average for Category:
| 60.91% |
|
| Expense | LSVIX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.28% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.42% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$944 | $591 | | 5 Yr Expense Projection*: |
$N/A | $885 | | 10 Yr Expense Projection*: |
$N/A | $1,741 |
|
|
6.54% Nasdaq 
Profile
