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Deutsche Equity 500 Index S Fund (BTIEX)

Fund performance review and position details on Deutsche Equity 500 Index S Fund (BTIEX)

    Last Trade: $ on , Change: (0%)

Deutsche Equity 500 Index S Fund (BTIEX) HighlightDeutsche Equity 500 Index S Fund (BTIEX) Fund Summary

Deutsche Equity 500 Index S Fund (BTIEX) statistics as of May 30, 2016

Category: Large Blend
Fund Family: Deutsche Asset & Wealth Mngt
Net Asset: $853.38M
Yield: 1.5%
Year-to-Date Return: 3.39%
Morningstar rating: 4

 

Deutsche Equity 500 Index S Fund (BTIEX) CostDeutsche Equity 500 Index S Fund (BTIEX) Cost

Deutsche Equity 500 Index S Fund (BTIEX) various investment related cost

Initial Investment: 2,500
Total Expense Ratio (Large Blend average): 0.30% (1.02%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 3.00%

 

Deutsche Equity 500 Index S Fund (BTIEX) PerformanceDeutsche Equity 500 Index S Fund (BTIEX) Performance

Most current Deutsche Equity 500 Index S Fund (BTIEX) Performance

1-month Performance (Large Blend category median performance): 1.76% (1.66%)
3-month Performance (Large Blend category median performance): 9.03% (8.92%)
1 Year Performance (Large Blend category median performance): 1.46% (-1.15%)
3 Year Performance (Large Blend category median performance): 10.70% (9.43%)
5 Year Performance (Large Blend category median performance): 11.32% (10.15%)
Number of Years of positive return: 19 years
Number of Years of negative return: 4 years
3 year Alpha (Large Blend category average): -0.32 (-1.74)
3 year Beta (Large Blend category average): 1 (1)
3 year Sharpe Ratio: 0.95
3 year Treynor: 10.63

Deutsche Equity 500 Index S Fund (BTIEX) topholdingTop Stock Holdings in Deutsche Equity 500 Index S Fund (BTIEX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Apple Inc.2.86%0.00%
Microsoft Corporation2.17%0.00%
Exxon Mobil Corporation Common 2.02%0.00%
Johnson & Johnson Common Stock1.7%0.00%
General Electric Company Common1.58%0.00%
Berkshire Hathaway Inc B1.5%0.00%
Facebook, Inc.1.48%0.00%
Amazon.com, Inc.1.4%0.00%
AT&T Inc.1.31%0.00%
JP Morgan Chase & Co. Common St1.27%0.00%
*Note: The price change will reset to 0 after the midnight

 

Deutsche Equity 500 Index S Fund (BTIEX) Portfolio AllocationDeutsche Equity 500 Index S Fund (BTIEX) Fund Portfolio Allocation

Deutsche Equity 500 Index S Fund (BTIEX) Fund Portfolio Allocation data as of 04/2016

Stock98.72%
Bond0%
Cash0.89%
Other0.39%

 

Deutsche Equity 500 Index S Fund (BTIEX) CompareCompare with other Large Blend category mutual funds

Below are some additional Large Blend mutual funds generated out of our database

Fund1 Year3 year5 year
Deutsche Equity 500 Index S1.4610.7011.32
Bright Rock Quality Large Cap Instl (BQLCX)5.9810.4611.67 Compare
Fidelity Spartan Total Market Index F (FFSMX)0.1410.4511.10 Compare
Voya Russell Large Cap Index Port S2 (IRLUX)1.2910.3911.09 Compare

See top fund managers for Large Blend Category Funds

 

Deutsche Equity 500 Index S Fund (BTIEX) PerformanceOther Financial Data Web Sites on Deutsche Equity 500 Index S Fund (BTIEX)

Addition research sites for Deutsche Equity 500 Index S Fund (BTIEX)

 

Deutsche Equity 500 Index S Fund (BTIEX) Related ResourcesSee more information on Deutsche Equity 500 Index S (BTIEX) Fund

Popular pages on Deutsche Equity 500 Index S (BTIEX) Fund

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