DWS Core Plus Income B 345 Park Avenue Boston MA 02110-4103 Map
Phone: 800-621-1048
| Category: | Intermediate-Term Bond | | Fund Family: | DWS Investments | | Net Assets: | 1.75M | | Year-to-Date Return: | 9.64% | | Yield: | 4.35% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Jun-01 |
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Bruce Harley
Lead Manager since
01-Dec-08 | | | He joined Deutsche Asset Management in March 2007 after 18 years of experience at INVESCO where he was head of Governments and Derivatives, responsible for positioning for US duration and term structure. He holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to maximize total return consistent with preservation of capital. The fund primarily invests in US dollar-denominated fixed-income securities, including corporate bonds, US government and agency bonds and mortgage- and asset-backed securities. It may invest up to 25% of total assets in foreign investment grade bonds. The fund may also invest up to 35% of total assets in securities of US and foreign issuers that are below investment grade. It may have exposure of up to 15% of total assets in foreign currencies. |
| Last Dividend
(9-Dec-09):
| 0.03 | | Last Cap Gain
(10-Dec-08):
| 0.03 | | Annual Holdings Turnover
| 203.00% | | Average for Category:
| 226.70% |
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| Expense | SZIBX | Category Avg | | Total Expense Ratio: | %
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.17% | | Max Deferred Sales Load: | 4.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $460 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $712 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,435 |
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