Deutsche Equity 500 Fund Quote

BTIIX Fund  USD 190.06  0.09  0.05%   

Performance

16 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 17

 
High
 
Low
Low
Deutsche Equity is trading at 190.06 as of the 4th of December 2024; that is 0.05 percent up since the beginning of the trading day. The fund's open price was 189.97. Deutsche Equity has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Deutsche Equity 500 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
Under normal circumstances, the adviser intends to invest at least 80 percent of assets, determined at the time of purchase, in stocks of companies included in the SP 500 Index and in derivative instruments, such as futures contracts and options, that provide exposure to the stocks of companies in the index.. More on Deutsche Equity 500

Moving together with Deutsche Mutual Fund

  0.98KTCCX Deutsche Science AndPairCorr
  0.94KTCAX Deutsche Science AndPairCorr
  0.94KTCIX Deutsche Science AndPairCorr

Moving against Deutsche Mutual Fund

  0.76GCGGX Deutsche GnmaPairCorr
  0.43KCTCX Deutsche California TaxPairCorr
  0.37SRMCX Deutsche Short TermPairCorr

Deutsche Mutual Fund Highlights

Fund ConcentrationDWS Funds, Large Blend Funds, Large Blend, DWS (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Deutsche Equity 500 [BTIIX] is traded in USA and was established 4th of December 2024. Deutsche Equity is listed under DWS category by Fama And French industry classification. The fund is listed under Large Blend category and is part of DWS family. This fund currently has accumulated 393.03 M in assets under management (AUM) with minimum initial investment of 1000 K. Deutsche Equity 500 is currently producing year-to-date (YTD) return of 28.15% with the current yeild of 0.01%, while the total return for the last 3 years was 11.21%.
Check Deutsche Equity Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Deutsche Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Deutsche Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Deutsche Equity 500 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Deutsche Equity 500 Mutual Fund Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
MSFTMicrosoftStockInformation Technology
NVDANVIDIAStockInformation Technology
More Details

Deutsche Equity Top Holders

SUPAXDeutsche Multi Asset GlobalMutual FundLarge Blend
SUPCXDeutsche Multi Asset GlobalMutual FundLarge Blend
SPGRXDeutsche Multi Asset GlobalMutual FundLarge Blend
More Details

Deutsche Equity 500 Risk Profiles

Deutsche Equity Against Markets

Other Information on Investing in Deutsche Mutual Fund

Deutsche Equity financial ratios help investors to determine whether Deutsche Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Deutsche with respect to the benefits of owning Deutsche Equity security.
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