A systematic approach to large cap core investing
Provides exposure to the US large cap equity market while potentially adding value through stock selection.
The quantitative models are research based and identify fundamental factors which have been effective sources of return historically.
The portfolio strives to maximize returns while maintaining a risk profile similar to the Russell 1000 Index.
The net expense charge for this fund does not include any fee waivers.
Source: Lipper Inc. Rankings are historical and do not guarantee future results. Rankings are based on the fund’s total return unadjusted for sales charges with distributions reinvested. If sales charges had been included, where applicable, results might have been less favorable.
27 years experience
Arno V. Puskar
33 years experience
Di Kumble CFA
23 years experience
Fund Inception Date
Share Class Inception Date
Total Net Assets
Number of Holdings
Turnover Rate %
Modified Duration to Worst
Minimum Initial Investment
Subsequent Investment Amount
Minimum Initial IRA Investment
Subsequent IRA Investment
Class A and T shares are subject to a maximum front-end sales charge. Class C shares include a deferred sales charge which declines to zero after first year. The Institutional, R, R6 and S share classes are not subject to a sales charge.
Class T shares are closed to new purchases, except in connection with the reinvestment of dividends or other distributions where Class T shares have been issued.
Class R shares are generally available only to certain retirement plans, which may have their own policies or instructions for buying and selling fund shares.
Class R6 shares are generally available only to certain qualifying plans and programs, which may have their own policies or instructions for buying and selling fund shares. Class S shares are only available to a limited group of investors as well as through firms that have an agreement with DWS Distributors, Inc. to offer the shares on an agency basis on brokerage platforms.
Institutional Class shares are generally available only to qualified institutions.