Nasdaq - Delayed Quote USD

DWS Science and Technology Inst (KTCIX)

51.99 +0.99 (+1.94%)
At close: 8:00:46 PM EST

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in common stocks of science and technology companies. It may invest in companies of any size and may invest in initial public offerings. While the fund invests mainly in U.S. stocks, it could invest up to 35% of net assets in foreign securities (including emerging markets securities). The fund will concentrate its assets in the group of industries constituting the technology sector and may concentrate in one or more industries in the technology sector. It is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 59.15%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 4

Performance & Risk

YTD Return 41.20%
5y Average Return 21.64%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
KTCIXCategory AverageKTCIXCategory AverageKTCIXCategory Average
Alpha 4.15 0.1 8.18 0.11 7.81 0.08
BETA 1.21 0.01 1.11 0.01 1.11 0.01
Mean Annual Return 1.16 0.02 1.8 0.02 1.56 0.02
R-squared 73.43 0.75 76.28 0.69 74.99 0.69
Standard Deviation 23.2 0.24 22.23 0.2 19.09 0.19
Sharpe Ratio 0.43 0.01 0.86 0.01 0.89 0.01
Treynor Ratio 6.36 0.23 16.52 0.25 14.82 0.17

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