DWS Blue Chip Inst

The investment seeks growth of capital and income.
The fund normally invests at least 80% of net assets in common stocks of large US companies that are similar in size to large companies in the S&P 500(Reg. TM) Index and that portfolio management considers to be "blue chip" companies. While the fund invests mainly in US common stocks, it could invest up to 20% of net assets in foreign securities. It may also invest in other types of equity securities such as preferred stocks or convertible securities. The fund may lend securities (up to one-third of total assets) to approved institutions.

Key stats

Management firm  DWS Investments
Domicile  United States
Fund Administrator  Deutsche Inv Mgmt Americas Inc
Global Branding Name  DWS
Fund Status  OBSOLETE
Fund currency  USD
Launch Date  1995-11-22
Obsolete Date  2012-02-24
ISIN  US2333724084
Manager 1 Name  Robert Wang
Manager 2 Name  Russell Shtern
Fund Strategy  Large Blend
Benchmark  Russell 1000 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2012-01-31
Return - 1 Month  4.70%
Return - 2 Months  4.22 %
Return - 3 Months  3.24%
Return - 6 Months  -1.08 %
Return - 9 months  -6.21 %
Return - 12 Months  1.38%
Annualized return 24 months  10.80 %
Annualized return 36 months  18.62 %
Annualized return 48 months  0.65 %
Annualized return 60 months  -0.59 %
Return 120 months  3.76 %
Annualized return since Inception  6.26%
Return YTD  4.70%

Ratings

Morning Star Rating Date   2012-01-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Initial  0.00 %
Minimum Investment  $1,000,000
Maximum Managment Charge  0.48 %
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  DWS Investments
Web Address  www.dws-investments.com
Email contact  rep@dws.com
Custodian  State Street Bank & Trust CO MA
Phone  +1 (800)/ 621 10 48

Price

Last Price Date  2012-02-24
Pre-tax nav  18.28
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  $0.03
Price change (percentage)  0.16 %
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.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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