DWS Managed Municipal Bonds Instl 345 Park Avenue Boston MA 02110 Map
Phone: 800-730-1313
| Category: | Muni National Long | | Fund Family: | DWS Investments | | Net Assets: | 12.57M | | Year-to-Date Return: | 18.98% | | Yield: | 4.67% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Aug-02 |
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Ashton P. Goodfield
Lead Manager since
31-Dec-90 | | | Goodfield is the head of Municipal Bond trading; co-lead portfolio manager for DWS Managed Municipal Bond Fund, DWS Short Term Municipal Bond Fund, DWS New Tax Free Income Fund and DWS Intermediate Tax / AMT Free Fund: Boston. Joined the Company in 1986, he managed municipal assets for individuals, insurance companies and other institutions as well as for mutual funds; served on the Finance Advisory Board of the Commonwealth of Massachusetts from 1990 to 2000 Goodfiled is a CFA charter holder. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to provide income exempt from regular federal income taxes. Under normal circumstances, the fund invests at least 80% of net assets in securities issued by municipalities across the U.S. and in other securities whose income is free from regular federal income tax. It may invest up to 20% of net assets in securities whose income is subject to alternative minimum tax. |
| Last Dividend
(24-Sep-09):
| 0.04 | | Last Cap Gain
(26-Nov-08):
| 0.03 | | Annual Holdings Turnover
| 77.00% | | Average for Category:
| 51.03% |
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| Expense | SMLIX | Category Avg | | Total Expense Ratio: | 0.54%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.27% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 287 | $548 | | 5 Yr Expense Projection*: |
$ 498 | $794 | | 10 Yr Expense Projection*: |
$ 1,108 | $1,491 |
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