Mutual Fund Insights: DWS LifeCompass 2015 A Fund (SPDAX)

In-depth Analysis of DWS LifeCompass 2015 A Fund (SPDAX)

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See DWS LifeCompass 2015 A Fund (SPDAX) performance details as of January 31, 2010

  

Last Trade: $10.18 on 3/19/2010, Change: -0.04 (-0.39%)

  

Fund Manager - Inna Okounkova

Fund Manager Tenure: 8.0 years   [Similar Funds: SPDBX  SPDCX  SPBAX ]
Fundmojo Fund Grade: E (Score: 0.38)     (What does this score mean?)

Okounkova is a director and portfolio manager of Deutsche Asset Management. She joined the frim in 1999 as a quantitative analyst, becoming an associate portfolio manager in 2001.  Get more insights on Inna Okounkova

  

 What we like about DWS LifeCompass 2015 A Fund (SPDAX)

Data for DWS LifeCompass 2015 A Fund (SPDAX) as of January 31, 2010

• DWS LifeCompass 2015 A Fund (SPDAX) management has been with DWS LifeCompass 2015 A Fund for 8.0 years
• DWS LifeCompass 2015 A Fund (SPDAX) ratio of up-years vs down years is greater than 2
• DWS LifeCompass 2015 A Fund (SPDAX) has an annual stock turnover rate of 32.00% vs Target Date 2011-2015 average of 37.13%. It is good that DWS LifeCompass 2015 A management does not trade extensively for its return.
• DWS LifeCompass 2015 A Fund (SPDAX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.82, lower than category average of 15.14

  

 What we are cautious about DWS LifeCompass 2015 A Fund (SPDAX)

Data for DWS LifeCompass 2015 A Fund (SPDAX) as of January 31, 2010

• DWS LifeCompass 2015 A Fund is a focused fund with 56.36% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• DWS LifeCompass 2015 A Fund (SPDAX) has a less-than-ideal short-term performance (1-year return 25.88% vs 27.60% Target Date 2011-2015 category average)
• DWS LifeCompass 2015 A Fund (SPDAX) has a less-than-ideal mid-term performance (3-year return -4.78% vs -3.32% Target Date 2011-2015 category average)
• DWS LifeCompass 2015 A Fund (SPDAX) has a less-than-ideal Long-term performance (5-year return 0.62% vs 2.07% Target Date 2011-2015 category average)
• DWS LifeCompass 2015 A Fund (SPDAX) has a Morningstar rating of 3 and below
• DWS LifeCompass 2015 A Fund (SPDAX) is less safe compared to its Target Date 2011-2015 peers
• DWS LifeCompass 2015 A Fund (SPDAX) does not have a good risk adjusted return as its 3-year Alpha of -5.02 is worse than category average of -3.41, and its 3-year Sharpe ratio is -0.39
• DWS LifeCompass 2015 A Fund (SPDAX) has a higher management fee of 1.19% than its Target Date 2011-2015 average of 0.62%
• DWS LifeCompass 2015 A Fund (SPDAX) carries a 5.75% load

See DWS LifeCompass 2015 A Fund (SPDAX) performance details as of January 31, 2010

  

  

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DWS LifeCompass 2015 A Fund (SPDAX) Net Asset

Track net asset change of DWS LifeCompass 2015 A fund (SPDAX)

Date	Net Asset
01/2010	$77.46M
11/2009	$80.66M
10/2009	$80.13M

More historic net asset information on DWS LifeCompass 2015 A Fund (SPDAX)

  

DWS LifeCompass 2015 A Fund (SPDAX) Portfolio Allocation

Track portfolio allocation change of DWS LifeCompass 2015 A fund (SPDAX)

Date	Cash	Stock	Bond	Other
09/2009	7.32%	58.27%	33.81%	0.59%
06/2009	6.11%	58.41%	35.06%	0.42%
03/2009	6.89%	58.58%	34.05%	0.47%

Click here to see more historic asset allocation information on DWS LifeCompass 2015 A Fund (SPDAX)

  

Most Recent Top 10 Holdings in DWS LifeCompass 2015 A Fund (SPDAX)

Discover what DWS LifeCompass 2015 A Fund (SPDAX) manager is buying

30-Sep-09 DWS Core Fixed Income Inst [16.74%] DWS Equity 500 Index Inst [14.36%] DWS Large Cap Value Inst [6.35%] DWS US Bond Index Inst [4.72%] DWS Growth & Income Inst [4.32%] DWS Global Bond S [4.25%] DWS High Income Instl [4.05%] DWS Europe Equity Inst [3.72%] QP Trust [3.43%] DWS Inflation Protected Plus Inst [2.47%]

30-Jun-09 DWS Core Fixed Income Inst [18.68%] DWS Equity 500 Index Inst [15.08%] DWS Large Cap Value Inst [6.68%] DWS U.S. Bond Index Inst [5.02%] DWS Growth & Income Inst [4.41%] DWS High Income Instl [4.12%] DWS Global Bond S [3.63%] DWS Europe Equity Inst [3.32%] DWS Inflation Protected Plus Inst [2.52%] QP Trust [2.41%]

31-Mar-09 DWS Core Fixed Income Inst [20.01%] DWS Equity 500 Index Inst [15.65%] DWS Large Cap Value Inst [6.82%] DWS Global Bond S [4.41%] DWS Growth & Income Inst [4.19%] DWS High Income Instl [3.81%] DWS Europe Equity Inst [3.37%] DWS Inflation Protected Plus Inst [2.51%] DWS Dreman Small Cap Value Instl [2.29%] DWS Large Company Growth Inst [2.17%]

Click here for Stock Holding Change Map in DWS LifeCompass 2015 A Fund (SPDAX)

  

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See more information on DWS LifeCompass 2015 A Fund (SPDAX)

• DWS LifeCompass 2015 A Fund Insights
• DWS LifeCompass 2015 A Fund Performance Data
• DWS LifeCompass 2015 A Fund News
• DWS LifeCompass 2015 A Fund Score Explaination
• DWS LifeCompass 2015 A Fund Manager Information
• Historic DWS LifeCompass 2015 A Fund Asset Allocation Report
• Historic DWS LifeCompass 2015 A Fund Top 10 Holding Tracking
• Historic DWS LifeCompass 2015 A Fund Asset Under Management Tracking