- What does BTIIX invest in?
- Under ordinary market conditions, the fund's manager plans to commit at least 80% of its capital, as evaluated at the moment of investment, to shares of companies comprising the S&P 500® Index. This strategy also encompasses derivative tools, such as futures and options, designed to gain equivalent exposure to the stocks within that index.
- What is the expense ratio of BTIIX?
- DWS Equity 500 Index Fund - Class Inst (BTIIX) charges an expense ratio of 0.20%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BTIIX?
- DWS Equity 500 Index Fund - Class Inst (BTIIX) manages $430.2M 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 BTIIX actively managed or an index fund?
- BTIIX 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 (BTIIX's is 0.20%) because there's no security selection cost.
- When was BTIIX launched?
- DWS Equity 500 Index Fund - Class Inst (BTIIX) launched in June 1996 and is managed by the fund issuer.
- How has BTIIX performed?
- BTIIX'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.
