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SFXAX:NASDAQ

DWS Core Fixed Income Fund Class A – SFXAX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.02-0.02 (-0.20%)9.84 - 10.150.0

Market data as of 6:06PM 05/22/13. Quotes are delayed by at least 15 min.

Overview - SFXAX

The investment seeks to maximize total return consistent with preservation of capital and prudent investment management, by investing for both current income and capital appreciation. The fund normally invests at least 80% of assets in fixed income securities. It invests primarily in investment-grade debt securities (securities rated within the top four long-term credit rating categories). The fund may also invest up to 25% of total assets in US dollar-denominated securities of foreign issuers and governments. It may hold up to 20% of total assets in cash or money market instruments.

Growth of $10,000 (10 Years)

Total Return3.40%
Yield (Trailing 12 Mo.)2.28%
Expense Ratio1.00%
Front Load4.50%
Deferred LoadNone
Minimum Investment$1,000
Management Tenure1 Years
Fund Inception06/28/2002

Trailing Total Returns - SFXAX

as of 04/30/2013
TimeframeSFXAXS&P 500Intermediate-Term Bond
1 Month0.87%1.93%1.10%
3 Month1.15%7.18%1.76%
Year-to-Date0.85%12.74%1.42%
1 Year5.02%16.89%5.78%
3 Year5.88%12.80%6.13%
5 Year2.74%5.21%6.21%
10 Year3.01%7.88%4.96%
Since Inception3.40%10.38%--

Sector Allocation - SFXAX

as of 04/30/2013
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - SFXAX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
76.8976.89
Other0.00
 
 
0.420.42
Foreign Stock0.00
 
 
0.000.00
Foreign Bond10.09
 
 
30.9320.84
Total10.09108.2498.15
Cash0.00
 
 
1.861.86
Total Net Assets$361.21M
Total Stock Holdings0
Total Bond Holdings192

Bond Credit Quality - SFXAX

as of 04/30/2013
AAA52.00%
AA6.00%
A22.00%
BBB18.00%
BB2.00%
B0.00%
Below B0.00%
Not Rated0.00%

Top Ten Holdings - SFXAX

as of 04/30/2013
CompanyYTD Return% of Assets
Fannie Mae Single Family TBA 3.5% 2043-04-01--8.81%
Central Cash Management Fd Central Cash Management Fd--6.52%
Us 10yr Note (Cbt)jun13 Xcbt 20130619--6.51%
Fannie Mae Single Family TBA 3% 2043-04-01--2.58%
US Treasury Note 2.125%--2.54%
Us 2yr Note (Cbt) Jun13 Xcbt 20130628--2.53%
Us 5yr Note (Cbt) Jun13 Xcbt 20130628--2.45%
US Treasury Bond 3.875%--1.97%
Cooperatieve Centrale Raiffeisen 3.375%--1.71%
Us Bk Natl Assn FRN--1.49%

Valuation & Growth - SFXAX

as of 04/30/2013
ValuationSFXAXCategory Range
Price/Earnings--
Price/Book--
Price/Sales--
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 
 Hi

Morningstar Summary - SFXAX, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskAvg
ReturnBelow Avg
Key:  Lo 
 Hi

Tax Analysis - SFXAX, 3 Year Avg

Pretax Return5.88%
Tax-adjusted Return3.37%
Tax Cost Ratio0.86%
Potential Cap Gains-66.77%

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