BTIIX : DWS Equity 500 Index Fund - Class Inst

BTIIX is a US Stocks Market Large Blend index fund with LOW fees.

BTIIX

DWS Equity 500 Index Fund - Class Inst

FI Score

70 /100

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

70% FI Score
  • btiix
  • Mutual Fund
  • US Stocks
  • Large Blend

DWS Equity 500 Index Fund - Class Inst

Expenses: 0.23% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks to provide investment results that, before expenses, correspond to the total return of common stocks publicly traded in the United States, as represented by the Standard & Poor's 500 Composite Stock Price Index (S&P 500® Index). Under normal circumstances, the adviser intends to invest at least 80% of assets, determined at the time of purchase, in stocks of companies included in the S&P 500® Index and in derivative instruments, such as futures contracts and options, that provide exposure to the stocks of companies in the index.

Largest Holdings

Amount Holding
5.62% Microsoft Corp
5.04% Apple Inc
4.24% Amazon.com Inc
2.02% Facebook Inc A
1.66% Alphabet Inc A
1.66% Alphabet Inc Class C
1.62% Johnson & Johnson
1.51% Berkshire Hathaway Inc Class B
1.26% Visa Inc Class A
1.24% JPMorgan Chase & Co
1.21% Procter & Gamble Co
1.14% UnitedHealth Group Inc
1.07% Intel Corp
1.00% Mastercard Inc A
0.99% The Home Depot Inc
0.98% Verizon Communications Inc
0.91% AT&T Inc
0.87% Pfizer Inc
0.83% Merck & Co Inc
0.81% Exxon Mobil Corp
0.80% The Walt Disney Co
0.80% Bank of America Corp
0.76% PepsiCo Inc
0.76% Netflix Inc
0.74% Cisco Systems Inc

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