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Morningstar

DWS Short Duration Inst PPILX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 8.24  /  −0.11 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.380%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 4.44%
  • Effective Duration 2.25 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PPILX

Will PPILX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PPILX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PPILX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PPILX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A changing of the guard and an aggressive profile limit this fund’s appeal.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

Team changes combined with a willingness to take more credit risk than most keep DWS Short Duration’s Morningstar Medalist Rating at Neutral to Negative for its cheapest to most expensive share classes.

by Saraja Samant
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PPILX

More PPILX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.875%

1.32 13.7 Mil
Government

United States Treasury Notes 1.625%

1.07 11.1 Mil
Government

United States Treasury Notes 0.5%

1.02 10.6 Mil
Government

Federal National Mortgage Association 5.5%

0.95 9.9 Mil
Securitized

United States Treasury Notes 2.25%

0.94 9.8 Mil
Government

Federal National Mortgage Association 4.5%

0.91 9.5 Mil
Securitized

United States Treasury Notes 0.25%

0.91 9.4 Mil
Government

Ally Financial Inc. 6.992%

0.79 8.2 Mil
Corporate

BALLYROCK CLO LTD 7.5294%

0.72 7.5 Mil
Securitized

RR 17 Ltd 7.4756%

0.67 6.9 Mil
Securitized