DWS Investments Fund Family Report
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    • Performance
    04-30-13

    Total ReturnCategory Average
    Total Return26.3611.281.0711.255.44
    Category Average26.1011.881.3411.145.26
    Assets for Each Yr*44.3948.4646.3349.0951.32
    *billions

    Trailing Returns %
    04-30-13

      YTD 3 Year 5 Year    
    Fund Family 5.44 7.94 4.26

    Key Stats
    04-30-13

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $51,316 mil $1,000 43.07 56.93
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.5 23.31 1.33 Average
    International Stock 2.5 10.48 1.64 Average
    Municipal Bond 3.9 24.63 1.03 Average
    Taxable Bond 2.7 25.71 1.11 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-17-13

      Sector YTD Return % % Net Assets  
    Simon Property Group Inc* RealEstate 15.22 0.51
    Apple Inc* Technology -17.52 0.47
    Google, Inc. Class A* Technology 28.53 0.33
    Exxon Mobil Corporation* Energy 7.41 0.32
    Pfizer Inc* Healthcare 17.39 0.32
    General Electric Co* Industrials 12.67 0.30
    Procter & Gamble Co* Consumer Defensive 19.58 0.30
    Microsoft Corporation* Technology 32.27 0.30
    Qualcomm, Inc.* Technology 8.08 0.29
    Comcast Corp Class A* Communication Services 14.65 0.28
    PepsiCo Inc* Consumer Defensive 23.25 0.28
    AT&T Inc* Communication Services 13.73 0.28
    Chevron Corp* Energy 15.89 0.27
    International Business Machines * Technology 9.76 0.27
    Ventas Inc* RealEstate 27.22 0.27
    JPMorgan Chase & Co* Financial Services 20.31 0.26
    American Tower Corp* Technology 9.63 0.25
    Johnson & Johnson* Healthcare 26.53 0.24
    Monsanto Company* Basic Materials 15.30 0.22
    Eli Lilly and Company* Healthcare 15.33 0.21

    Best 5-Year Relative Performance | More
    05-17-13

    Fund Name 5-Yr Rank Analyst Report  
    DWS MA Tax-Free S 7 08-25-09
    DWS Ultra Short Duration Ins 10 --
    DWS Managed Municipal Bonds 15 01-22-13
    DWS Floating Rate A 17 05-23-11
    DWS Core Equity S 18 07-22-11

    Worst 5-Year Relative Performance | More
    05-17-13

    Fund Name 5-Yr Rank Analyst Report  
    DWS Core Plus Income S 98 11-16-09
    DWS Core Fixed Income Inst 97 05-18-10
    DWS Equity Dividend A 97 07-12-11
    DWS Emerging Markets Equity 92 07-14-11
    DWS International S 92 11-15-11

    Lowest Expenses | More
    05-17-13

    Fund Name Expense Ratio Analyst Report  
    DWS US Bond Index Inst 0.22 --
    DWS Equity 500 Index Inst 0.25 --
    DWS LifeCompass 2015 S 0.33 07-02-12
    DWS LifeCompass 2020 S 0.34 06-29-12
    DWS LifeCompass Retirement S 0.37 07-02-12

    Highest Expenses | More
    05-17-13

    Fund Name Expense Ratio Analyst Report  
    DWS Disciplined Market Neutr 1.75 06-14-12
    DWS Communications A 1.63 08-18-09
    DWS Emerging Markets Equity 1.57 07-14-11
    DWS Enhanced Commodity Strat 1.51 --
    DWS International Value A 1.50 --

    Longest Manager Tenure | More
    05-17-13

    Fund Name   Manager Name Avg Manager Tenure  
    DWS MA Tax-Free S Philip G. Condon 18.80
    DWS Intermediate Tax Ashton P. Goodfield 16.30
    DWS US Bond Index In Louis D'Arienzo 15.90
    DWS Strategic High Y Philip G. Condon 15.00
    DWS Managed Municipa Philip G. Condon 13.30

    Shortest Manager Tenure | More
    05-17-13

    Fund Name   Manager Name Avg Manager Tenure  
    DWS Global Growth S Joseph Axtell 0.30
    DWS Latin America Eq Danilo Pereira 0.40
    DWS Core Fixed Incom Gary Chan 0.60
    DWS Global Income Bu William J. Chepolis 0.70
    DWS Emerging Markets Thomas Voecking 0.90