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Morningstar

DWS Short Duration S DBPIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 8.26  /  0.01 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.77%
  • Effective Duration 2.17 years

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis DBPIX

Will DBPIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DBPIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DBPIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DBPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Upcoming team changes and a riskier profile limit this strategy’s appeal.

Analyst

Summary

| by Saraja Samant

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.

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