3 / 5 Stars
2 3 3 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 84 Tactical Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 7.28 percent over the past year, 5.94 percent over the past three years, 10.93 percent over the past five years, and 3.60 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||5.9%|
|5 Years (Annualized)||10.9%|
|10 Years (Annualized)||3.6%|
The investment seeks to maximize income while maintaining prospects for capital appreciation. The fund can invest in securities of any size, investment style category, or credit quality, and from any country (including emerging markets). It will generally invest in at least three different countries and will normally have investment exposure to foreign securities, foreign currencies and other foreign investments equal to at least 40% of the fund's net assets. The fund invests at least 25% of net assets in fixed income senior securities.
Fees are High compared to funds in the same category.
DWS Global Income Builder Fund has an expense ratio of 1.90 percent.
Risk is Average compared to funds in the same category according to Morningstar.