Deutsche Equity 500 Fund Quote
| BTIEX Fund | USD 153.71 2.41 1.59% |
PerformanceVery Weak
| Odds Of DistressLow
|
Deutsche Equity is trading at 153.71 as of the 2nd of March 2025; that is 1.59 percent up since the beginning of the trading day. The fund's open price was 151.3. Deutsche Equity has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 31st of January 2025 and ending today, the 2nd of March 2025. 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
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Deutsche Mutual Fund Highlights
| Fund Concentration | DWS Funds, Large Blend Funds, Large Blend, DWS (View all Sectors) |
| Update Date | 31st of March 2025 |
Deutsche Equity 500 [BTIEX] is traded in USA and was established 2nd of March 2025. 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 688.32 M in assets under management (AUM) with no minimum investment requirementsDeutsche Equity 500 is currently producing year-to-date (YTD) return of 1.39% with the current yeild of 0.01%, while the total return for the last 3 years was 12.27%.
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
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology |
Deutsche Equity 500 Risk Profiles
| Mean Deviation | 0.8784 | |||
| Standard Deviation | 1.97 | |||
| Variance | 3.86 | |||
| Risk Adjusted Performance | (0.07) |
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.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
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