DWS Floating Rate Fund

Scorecard
4 / 5 Stars
Lipper
4 4 4 2 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
---
TheStreet.com
C+ (Hold)

U.S. News evaluated 50 Bank Loan Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 4.48 percent over the past year, 4.64 percent over the past three years, and 12.19 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 0.8%
1 Year 4.5%
3 Years (Annualized) 4.6%
5 Years (Annualized) 12.2%
10 Years (Annualized) N/A

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Summary

The investment seeks to provide high current income. Under normal market conditions, the fund invests at least 80% of its total assets in adjustable rate loans that have a senior right to payment ("senior loans") and other floating rate debt securities. It may also borrow money in an amount up to 33 1-3% of the fund's total assets for a range of purposes, including to create investment leverage. Senior loans typically are of below-investment-grade quality and, compared to investment grade loans, may pay higher yields and have higher volatility and higher risk of default on payments of interest or principal. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
DWS Floating Rate Fund has an expense ratio of 0.78 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top DWS Investments Funds