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DWS Total Return Bond Inst SZIIX

Quantitative rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 9.52  /  0.21 %
  • Total Assets 302.9 Mil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.550%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 3.05%
  • Effective Duration 6.34 years

Morningstar’s Analysis SZIIX

Will SZIIX outperform in future?

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

Summary

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Weakness in DWS Total Return Bond Inst's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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