The upcoming retirement of DWS Short Duration’s lead manager, persistent turnover in the analyst ranks, and an above-average credit risk profile limits its appeal. It warrants a Morningstar Analyst Rating of Neutral on its cheaper share classes, while its priciest share class is rated Negative.
- NAV / 1-Day Return 8.22 / 0.36 %
- Total Assets 1.0 Bil
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Adj. Expense Ratio
- Expense Ratio 1.500%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Short-Term Bond
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.79%
- Effective Duration 2.17 years
Morningstar’s Analysis PPLCX
Will PPLCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.