DWS Equity 500 Index Fund - Class Inst

Frequently Asked Questions About BTIIX

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 $431.2M 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 DWS / Xtrackers.

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.