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.
- NAV / 1-Day Return 9.52 / 0.21 %
- Total Assets 302.9 Mil
Adj. Expense Ratio
- 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.