3.6 in Short-Term Bond
U.S. News evaluated 111 Short-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 2 / 5 Stars |
| Lipper | 2 2 4 2 2 |
| Zacks Investment Research | 5 (Strong Sell) |
| Standard & Poor's | 2 / 5 Stars |
| TheStreet.com | D (Sell) |
Fund Overview
The investment seeks to provide high income and also seeks to maintain a high degree of stability of shareholders' capital. The fund invests at least 65% of its total assets in fixed income securities rated within the top four long-term rating categories by a nationally recognized statistical rating organization (a "NRSRO"). It may invest in securities of varying maturities. The fund seeks to maintain an average portfolio duration of no longer than three years by investing in fixed income securities with short-to intermediate-term maturities. It may also invest up to 10% of its assets in domestic and foreign below investment-grade fixed income securities.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 1.3% |
| 1 Year | -0.4% |
| 3 Years (Annualized) | 4.4% |
| 5 Years (Annualized) | 2.1% |
| 10 Years (Annualized) | 3.0% |
Performance
The fund has returned -0.38 percent over the past year, 4.40 percent over the past three years, 2.06 percent over the past five years, and 3.01 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.74 | 0.0 | 4.74 |
| Stocks | 0.0 | 0.0 | 0.0 |
| Bonds | 64.81 | 0.0 | 64.81 |
| Other | 0.61 | 0.01 | 0.6 |
| Foreign Bonds | 29.85 | 0.0 | 29.85 |
| Foreign Stocks | 0.0 | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 02.29.2012
Top Holdings
Performance as of 03.31.2012
Portfolio as of 02.29.2012
| % Net Assets | |
|---|---|
| US Treasury Note 0.875% | 11.6 |
| 00006481 Cys Usd R V 03mlibor | 3.72 |
| US Treasury Note 0.75% | 3.15 |
| US Treasury Note 1.375% | 1.92 |
| 00006501 Cys Usd R V 03mlibor | 1.87 |
Fees
DWS Short Duration Fund has an expense ratio of 1.58 percent.
