DWS Balanced AKTRAX

Morningstar Rating

Fund Research and Analysis

by Nadia Papagiannis, CFA

DWS Balanced completed its overhaul, but we're still not convinced of the fund's merit.

As of April 2009, management's new strategy was fully implemented. The fund uses a very complicated quantitative process (which also includes qualitative inputs) Read more

Kudos

Reasonable expenses. Read more

Risks

Quantitative team lacks a long, public record in large-value funds.

Portfolio-manager turnover and change to the approach raise uncertainty. Read more

Strategy

This fund's strategy was overhauled in December 2007. The fund aims to keep a 60%/40% split between stocks and bonds, but the mix of underlying asset classes will be reviewed annually. To diversify among Read more

Management

Inna Okounkova and Deutsche's quantitative team make the asset-allocation calls here. Many different managers, some using fundamental-research methods and some using quantitative techniques, make the calls in the different asset classes and sectors. Read more

Inside Scoop

This fund has seen quite a bit of manager and strategy change. Its latest approach, instituted in 2008, is more diversified, blending quantitative tools with qualitative Read more

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