Nasdaq - Delayed Quote USD

DWS Equity 500 Index Inst (BTIIX)

157.33
-2.58
(-1.61%)
At close: 8:04:38 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
10
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Schwab Institutional Only
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

Under normal circumstances, the adviser intends to invest at least 80% of assets, determined at the time of purchase, in stocks of companies included in the S&P 500® Index and in derivative instruments, such as futures contracts and options, that provide exposure to the stocks of companies in the index.

Fund Overview

Category Large Blend
Fund Family DWS
Net Assets 370.96M
YTD Return -5.01%
Yield 1.12%
Morningstar Rating
Inception Date Dec 31, 1992

Performance & Risk

YTD Return 1.42%
5y Average Return 16.38%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

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