- What does BTIEX invest in?
- As a standard practice, the fund's advisor endeavors to dedicate at least 80% of its assets, evaluated at the point of purchase, to equity holdings of companies within the S&P 500® Index. This commitment also extends to employing derivative instruments, such as futures contracts and options, specifically to secure exposure to the performance of S&P 500® constituent stocks.
- What is the expense ratio of BTIEX?
- DWS Equity 500 Index Fund (BTIEX) charges an expense ratio of 0.25%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BTIEX?
- DWS Equity 500 Index Fund (BTIEX) manages $423.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BTIEX actively managed or an index fund?
- BTIEX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (BTIEX's is 0.25%) because there's no security selection cost.
- When was BTIEX launched?
- DWS Equity 500 Index Fund (BTIEX) launched in June 1996 and is managed by the fund issuer.
- How has BTIEX performed?
- BTIEX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
