Advertisement
Skip to Content
Morningstar

DWS Equity 500 Index S BTIEX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 159.59  /  1.04 %
  • Total Assets 486.1 Mil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.39%
  • Turnover 2%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis BTIEX

Will BTIEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BTIEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BTIEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BTIEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

DWS Equity 500 Index S’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

Unlock our full analysis with Morningstar Investor