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SZIAX:NASDAQ

DWS Core Plus Income Fund Class A – SZIAX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
11.22-0.01 (-0.09%)10.92 - 11.340.0

Market data as of 6:06PM 05/20/13. Quotes are delayed by at least 15 min.

Overview - SZIAX

The investment seeks to maximize total return consistent with preservation of capital and prudent investment management. The fund invests mainly in US dollar-denominated fixed income securities, including corporate bonds, US government and agency bonds and mortgage- and asset-backed securities. It may also invest significantly in foreign investment grade fixed income securities, non-investment grade (high yield or junk bonds) securities of US and foreign issuers (including issuers in countries with new or emerging securities markets), or to maintain liquidity, in cash or money market instruments.

Growth of $10,000 (10 Years)

Total Return3.42%
Yield (Trailing 12 Mo.)2.81%
Expense Ratio1.04%
Front Load4.50%
Deferred LoadNone
Minimum Investment$1,000
Management Tenure2 Years
Fund Inception06/25/2001

Trailing Total Returns - SZIAX

as of 04/30/2013
TimeframeSZIAXS&P 500Intermediate-Term Bond
1 Month1.56%1.93%1.10%
3 Month1.74%7.18%1.76%
Year-to-Date1.26%12.74%1.42%
1 Year6.76%16.89%5.78%
3 Year6.17%12.80%6.13%
5 Year2.44%5.21%6.21%
10 Year2.88%7.88%4.96%
Since Inception3.42%10.38%--

Sector Allocation - SZIAX

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

Asset Allocation - SZIAX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
51.6051.60
Other0.10
 
 
0.01-0.09
Foreign Stock0.00
 
 
0.000.00
Foreign Bond14.11
 
 
58.1544.04
Total14.21109.7695.55
Cash0.00
 
 
4.464.46
Total Net Assets$295.12M
Total Stock Holdings0
Total Bond Holdings148

Bond Credit Quality - SZIAX

as of 04/30/2013
AAA54.00%
AA7.00%
A7.00%
BBB18.00%
BB4.00%
B6.00%
Below B0.00%
Not Rated4.00%

Top Ten Holdings - SZIAX

as of 04/30/2013
CompanyYTD Return% of Assets
Us 10yr Note (Cbt)jun13 Xcbt 20130619--10.94%
Fannie Mae Single Family TBA 3.5% 2043-04-01--9.87%
Fannie Mae Single Family TBA 2.5% 2028-04-01--8.56%
US Treasury Note 1%--6.66%
00007533 Irs Usd R F .51500--6.46%
00007533 Irs Usd P V 03mlibor--6.45%
Central Cash Management Fd Central Cash Management Fd--6.13%
FHLMC 3.5%--4.66%
00007543 Irs Usd R V 03mlibor--3.76%
00007543 Irs Usd P F 1.85800--3.68%

Valuation & Growth - SZIAX

as of 04/30/2013
ValuationSZIAXCategory 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 - SZIAX, 3 Year

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

Tax Analysis - SZIAX, 3 Year Avg

Pretax Return6.17%
Tax-adjusted Return3.43%
Tax Cost Ratio1.08%
Potential Cap Gains-35.86%

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