Deutsche Equity 500 Index Institutional

The investment seeks to provide investment results that, before expenses, correspond to the total return of common stocks publicly traded in the United States, as represented by the Standard & Poor's 500 Composite Stock Price Index.
Under normal circumstances, the fund intends to invest at least 80% of assets, determined at the time of purchase, in stocks of companies included in the S&P 500 (Reg. TM) Index and in derivative instruments, such as futures contracts and options, that provide exposure to the stocks of companies in the index. It may also hold short-term debt securities and money market instruments.

Key stats

Management firm  Deutsche Asset & Wealth Mngt
Domicile  United States
Fund Administrator  Deutsche Inv Mgmt Americas Inc
Global Branding Name  Deutsche Asset & Wealth Management
12 month yield  1.60%
Fund currency  USD
Launch Date  1992-12-31
ISIN  US25159R1068
SEDOL  BPZ5S77
Manager 1 Name  Brent Reeder
Fund Strategy  Large Blend
Benchmark  S&P 500 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-08-31
Return - 1 Month  3.97%
Return - 2 Months  2.52 %
Return - 3 Months  4.65%
Return - 6 Months  8.69 %
Return - 9 months  12.42 %
Return - 12 Months  24.88%
Annualized return 24 months  21.55 %
Annualized return 36 months  20.30 %
Annualized return 48 months  19.80 %
Annualized return 60 months  16.65 %
Return 120 months  8.24 %
Annualized return since Inception  9.32%
Return YTD  9.68%

Ratings

Morning Star Rating Date   2014-08-31
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  $1,000,000
Maximum Managment Charge  0.15 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  DWS Investments Services
Contact Address 2  P.O. Box 219151
Contact Address 3  Kansas City, MO 64121-9151
Contact city  Kansas
Contact country  United States
Fund Admin Group  Deutsche Asset & Wealth Mngt
Web Address  www.deutschefunds.com
Email contact  rep@dws.com
Custodian  State Street Bank & Trust Co
Phone  800 621 1048

Price

Last Price Date  2014-09-18
Pre-tax nav  228.54
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $1.15
Price change (percentage)  0.51 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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For fund additions and/or data corrections please contact dataquestions@morningstar.com

Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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