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Deutsche Equity 500 Index Institutional Fund (BTIIX)

Fund performance review and position details on Deutsche Equity 500 Index Institutional Fund (BTIIX)

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

Deutsche Equity 500 Index Institutional Fund (BTIIX) HighlightDeutsche Equity 500 Index Institutional Fund (BTIIX) Fund Summary

Deutsche Equity 500 Index Institutional Fund (BTIIX) statistics as of May 30, 2016

Category: Large Blend
Fund Family: Deutsche Asset & Wealth Mngt
Net Asset: $853.38M
Yield: 1.55%
Year-to-Date Return: 3.41%
Morningstar rating: 4

 

Deutsche Equity 500 Index Institutional Fund (BTIIX) CostDeutsche Equity 500 Index Institutional Fund (BTIIX) Cost

Deutsche Equity 500 Index Institutional Fund (BTIIX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Large Blend average): 0.25% (1.02%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 3.00%

 

Deutsche Equity 500 Index Institutional Fund (BTIIX) PerformanceDeutsche Equity 500 Index Institutional Fund (BTIIX) Performance

Most current Deutsche Equity 500 Index Institutional Fund (BTIIX) Performance

1-month Performance (Large Blend category median performance): 1.77% (1.66%)
3-month Performance (Large Blend category median performance): 9.04% (8.92%)
1 Year Performance (Large Blend category median performance): 1.51% (-1.15%)
3 Year Performance (Large Blend category median performance): 10.76% (9.43%)
5 Year Performance (Large Blend category median performance): 11.38% (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): -0.26 (-1.74)
3 year Beta (Large Blend category average): 1 (1)
3 year Sharpe Ratio: 0.95
3 year Treynor: 10.69

Deutsche Equity 500 Index Institutional Fund (BTIIX) topholdingTop Stock Holdings in Deutsche Equity 500 Index Institutional Fund (BTIIX)

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 Institutional Fund (BTIIX) Portfolio AllocationDeutsche Equity 500 Index Institutional Fund (BTIIX) Fund Portfolio Allocation

Deutsche Equity 500 Index Institutional Fund (BTIIX) Fund Portfolio Allocation data as of 04/2016

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

 

Deutsche Equity 500 Index Institutional Fund (BTIIX) 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 Institutional1.5110.7611.38
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 Institutional Fund (BTIIX) PerformanceOther Financial Data Web Sites on Deutsche Equity 500 Index Institutional Fund (BTIIX)

Addition research sites for Deutsche Equity 500 Index Institutional Fund (BTIIX)

 

Deutsche Equity 500 Index Institutional Fund (BTIIX) Related ResourcesSee more information on Deutsche Equity 500 Index Institutional (BTIIX) Fund

Popular pages on Deutsche Equity 500 Index Institutional (BTIIX) Fund

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