4 / 5 Stars
1 1 5 4 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#5 in Ultrashort Bond
U.S. News evaluated 57 Ultrashort Bond 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 3.91 percent over the past year, 2.60 percent over the past three years, 3.23 percent over the past five years, and 2.54 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.6%|
|3 Years (Annualized)||2.6%|
|5 Years (Annualized)||3.2%|
|10 Years (Annualized)||2.5%|
The investment seeks to provide current income consistent with total return. Under normal circumstances, the fund invests at least 80% of assets, determined at the time of purchase, in debt securities. Debt securities include securities of US and foreign government agencies and instrumentalities, corporate securities, mortgage-backed and asset backed securities, taxable municipal and tax-exempt municipal bonds, adjustable rate loans that have a senior right to payment ("senior loans"), and other floating-rate debt securities.
Fees are Low compared to funds in the same category.
DWS Ultra Short Duration Fund has an expense ratio of 0.95 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.