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: | 4.30M | | Year-to-Date Return: | -4.48% | | Yield: | 4.28% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Jun-01 |
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Gary W. Bartlett
Lead Manager since
05-Apr-02 | | | Bartlett joined Aberdeen Asset Management Inc. in 2005. Formerly, he is a managing director of Deutsche Asset Management. Bartlett joined Deutsche Asset Management in 1992 after nine years of experience as an analyst and fixed income portfolio manager at PNC Financial and credit analyst at First Pennsylvania Bank. Bartlett 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 investment grade fixed income securities, including corporate bonds, US government and agency bonds and mortgage- and asset-backed securities. It invests at least 65% of total assets in high grade US bonds. The fund may invest up to 25% of total assets in foreign investment grade bonds. It may invest up to 10% of total assets in foreign currencies. |
| Last Dividend
(22-Aug-08):
| 0.04 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 140.00% | | Average for Category:
| 200.26% |
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| Expense | SZIBX | Category Avg | | Total Expense Ratio: | 1.79%
| 0.98% | | Max 12b1 Fee: | 0.99%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 4.00%
| 2.69% | | 3 Yr Expense Projection*: |
$879 | $466 | | 5 Yr Expense Projection*: |
$1,205 | $718 | | 10 Yr Expense Projection*: |
$1,760 | $1,428 |
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