| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 12.23 | -0.06 (-0.49%) | 11.06 - 12.29 | 0.0 |
Market data as of 6:06PM 05/22/13. Quotes are delayed by at least 15 min.
The investment seeks current income and, as a secondary objective, long-term growth of capital. The fund pursues its investment objective by investing in other DWS funds (i.e., mutual funds, exchange-traded funds (ETFs) and other pooled investment vehicles managed by Deutsche Investment Management Americas Inc., the fund's investment advisor, or one of its affiliates). It has a target asset allocation (the fund's current target asset allocation is approximately: 35% equity funds; and 65% fixed income funds), which portfolio management uses as a reference point in setting the fund's actual asset allocation. The fund is non-diversified.
| Total Return | 3.29% |
|---|---|
| Yield (Trailing 12 Mo.) | 1.83% |
| Expense Ratio | 1.34% |
| Front Load | 5.75% |
| Deferred Load | None |
| Minimum Investment | $1,000 |
| Management Tenure | 11 Years |
| Fund Inception | 12/29/2000 |
| Timeframe | SUCAX | S&P 500 | Retirement Income |
|---|---|---|---|
| 1 Month | 1.33% | 1.93% | 1.17% |
| 3 Month | 2.84% | 7.18% | 2.60% |
| Year-to-Date | 4.41% | 12.74% | 4.12% |
| 1 Year | 8.33% | 16.89% | 7.75% |
| 3 Year | 6.40% | 12.80% | 6.79% |
| 5 Year | 3.00% | 5.21% | 4.28% |
| 10 Year | 4.75% | 7.88% | 5.03% |
| Since Inception | 3.29% | 10.38% | -- |
| Basic Materials | 5.97% | |
|---|---|---|
| Consumer Cyclical | 11.60% | |
| Financial Services | 15.45% | |
| Real Estate | 2.91% | |
| Consumer Defensive | 9.40% | |
| Healthcare | 10.82% | |
| Utilities | 2.75% | |
| Communication Services | 4.57% | |
| Energy | 9.51% | |
| Industrials | 12.81% | |
| Technology | 14.21% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | 0.83 | 26.18 | 25.35 | ||
| Bond | 0.01 | 46.54 | 46.53 | ||
| Other | 0.11 | 0.77 | 0.66 | ||
| Foreign Stock | 0.01 | 9.35 | 9.34 | ||
| Foreign Bond | 2.55 | 15.20 | 12.65 | ||
| Total | 3.51 | 98.04 | 94.53 | ||
| Cash | 0.06 | 4.52 | 4.46 | ||
| Total Net Assets | $80.30M |
|---|---|
| Total Stock Holdings | 0 |
| Total Bond Holdings | 0 |
| AAA | 57.09% | |
|---|---|---|
| AA | 4.37% | |
| A | 13.29% | |
| BBB | 13.24% |
| BB | 3.61% | |
|---|---|---|
| B | 5.07% | |
| Below B | 0.56% | |
| Not Rated | 2.78% |
| Valuation | SUCAX | Category Range |
|---|---|---|
| Price/Earnings | 14.98 | |
| Price/Book | 1.94 | |
| Price/Sales | 1.07 | |
| Price/Cash Flow | 8.73 | |
| Dividend Yield | 2.35 | |
| LT Earnings | 10.48 | |
| Historical Earnings | 14.88 | |
| Sales Growth | -2.24 | |
| Cash-Flow Growth | -1.75 | |
| Book-Value Growth | 2.13 |
| Rate Sensitivity | |||
|---|---|---|---|
| High | |||
| Mid | |||
| Low | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Avg | |
| Return | Low |
| Pretax Return | 6.40% |
|---|---|
| Tax-adjusted Return | 3.60% |
| Tax Cost Ratio | 0.69% |
| Potential Cap Gains | -10.21% |
