| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
3
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#24 in World Allocation
U.S. News evaluated 144 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 13.03 percent over the past year, 8.14 percent over the past three years, 3.96 percent over the past five years, and 5.28 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.5% |
| 1 Year | 13.0% |
| 3 Years (Annualized) | 8.1% |
| 5 Years (Annualized) | 4.0% |
| 10 Years (Annualized) | 5.3% |
Summary
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
Fees are Low compared to funds in the same category.
DWS Global Income Builder Fund has an expense ratio of 0.91 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
