Back to top
Dws Equity Sector Strategy Fund - S: (MF: SPGRX)
(NASDAQ Mutual Funds) As of Sep 26, 2024 08:00 PM ET
$18.17 USD
+0.07 (0.39%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in November 1996 and is managed by Deutsche Investment Management Americas Inc. The fund seeks long-term growth of capital. The fund uses a broad array of investment styles. The fund invests in securities such as common stocks of companies of any size, corporate bonds of varying credit quality, US government and agency bonds, mortgage securities and asset-backed securities, money market instruments and others. The fund normally invests between 5% to 25% of its assets in fixed income funds and between 75% to 95% in equity funds. The fund distributes dividends and capital gains annually in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| DWS Equity Sector Strategy S | SPGRX | NA | NA | 0.00 | 0.00 | 0.27 | 0.48 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| DWS LifeCompass 2020 S | SPGRX | 18.17 | 11/15/1996 | 1.29 | 24.59 | 7.62 | 11.73 |
| DWS LifeCompass 2020 C | SUPCX | 17.35 | 12/29/2000 | 0.45 | 23.32 | 6.56 | 10.62 |
| DWS LifeCompass 2020 A | SUPAX | 17.69 | 12/29/2000 | 1.08 | 24.24 | 7.34 | 11.45 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| DWS Equity Sector Strategy S | SPGRX | 2500 | 50 | 1000 | A |
Contact Information
| Family | DWS |
| Address | 875 Third Avenue New York, NY 10022 |
| Phone | 800 621-1048 |