DWS Disciplined Market Neutral A
(DDMAX)
-0.02
-0.21%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 9.75 |
| Category | Market Neutral |
| Net Assets | 44.51 Mil |
| Yield | 0.00% |
| Morningstar Risk | Average |
| Morningstar Return | Average |
- Last NAV update 5/24/2013 4:00 PM ET
| NA |
|---|
| The investment seeks capital appreciation independent of stock market direction. The fund invests in long and short positions of common stock of large US companies. Its equity investments will consist mainly of investments in common stocks, but may also include investments in other types of equities such as preferred stocks or convertible stocks. Portfolio management buys (takes long positions in) common stocks that it believes are undervalued and sells short common stocks (borrows the stock and then sells it) that it believes are overvalued. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | -1.96% | 2.60% | 0.64% | 0.53% | 2.75% |
| Value ($) | 9,804.00 | 10,058.90 | 10,123.28 | 10,176.93 | 10,456.80 |
- Year to date performance as of 5/23/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | DWS Investments |
| Fund Manager | Robert Wang |
| Tenure (Years) | 7 |
| Fund Status | Open |
| Minimum Initial Purchase | 1,000.00 |
| Minimum IRA Investment | 500.00 |
| Front Load | 5.75 |
| Expense Ratio | 1.77% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 0.31% |
| 3 Months | 1.04% |
| 1 Year | 4.29% |
| 3 Years* | 1.37% |
| 5 Years* | 1.66% |
- * Annualized returns
- Performance as of 5/23/2013 8:00 PM ET
| DDMAX | Market Neutral | |
|---|---|---|
| 5-Yr Return | 1.66% | 0.34% |
| Sharpe Ratio | 0.37 | 0.16 |
| Net Assets | 44.51 Mil | 226.15 Mil |
| Avg Market Cap | 8.60 Bil | 19.15 Bil |
| Avg P/E | 13.87 | 14.45 |
| Portfolio Turnover | 597 | 339 |
| Symbol | Value ($) |
|---|---|
| Stocks | 1.06% |
| Cash | 99.72% |
| Fixed Income | 0.00% |
| Other | -0.77% |
| NAME | % NET ASSETS |
|---|---|
| GameStop Corp Class A | 1.31% |
| Tempur-Pedic International, Inc. | 1.29% |
| Hewlett-Packard Co | 1.28% |
| Cobalt International Energy, Inc. | 1.26% |
| Nuance Communications, Inc. | 1.24% |
| Charter Communications Inc | 1.24% |
| Oshkosh Corporation | 1.23% |
| Eli Lilly and Company | 1.22% |
| Tesoro Corporation | 1.22% |
| Protective Life Corp | 1.21% |
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