- What does SXPAX invest in?
- This fund's primary objective is to mirror the total return of common stocks publicly traded in the U.S., as represented by the S&P 500® Index. Ordinarily, the advisor aims to allocate at least 80% of the assets, assessed at the time of purchase, into either equities of companies included in the S&P 500® Index or derivative instruments, such as futures contracts and options, that provide comparable exposure to these index constituents. The portfolio's securities are strategically weighted to ensure its overall investment profile closely aligns with that of the index.
- What is the expense ratio of SXPAX?
- DWS S&P 500 Index Fund - Class A (SXPAX) charges an expense ratio of 0.54%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SXPAX?
- DWS S&P 500 Index Fund - Class A (SXPAX) manages $1.57B 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 SXPAX actively managed or an index fund?
- SXPAX 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 (SXPAX's is 0.54%) because there's no security selection cost.
- When was SXPAX launched?
- DWS S&P 500 Index Fund - Class A (SXPAX) launched in February 2005 and is managed by the fund issuer.
- How has SXPAX performed?
- SXPAX'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.
