DWS LifeCompass Protect 2017 Instl
345 Park Avenue Chicago IL 60606
Phone: 800-730-1313
| Category: | Target Date 2016-2020 | | Fund Family: | DWS Investments | | Net Assets: | 19.94M | | Year-to-Date Return: | -5.34% | | Yield: | 2.15% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Nov-07 |
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William Chepolis
Lead Manager since
02-Nov-07 | | | Chepolis joined Deutsche Asset Management in 1998 after 13 years of experience as vice president for Norwest Bank where he managed the banks fixed income and foreign exchange portfolios. Chepolis holds the Chartered Financial Analyst designation. |
| 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 to maximize total return consistent with capital preservation. The fund allocates assets between a managed equity portfolio (the "active component") and a managed fixed income portfolio (the "reserve component"). The fund may allocate all assets to the active component and none to the reserve component. The initial allocation of assets depends in part on the current level of interest rates and the conditions of the equity markets in general. |
| Last Dividend
(30-Dec-08):
| 0.19 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 88.00% | | Average for Category:
| N/A |
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| Expense | PROTX | Category
Avg | | Total Expense Ratio: | 1.50%
| 0.71% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.35% | | Max Deferred Sales Load: | 0.00%
| 2.27% | | 3 Yr Expense Projection*: |
$548 | $730 | | 5 Yr Expense Projection*: |
$968 | $1,226 | | 10 Yr Expense Projection*: |
$2,141 | $2,447 |
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