Morningstar

DWS Global Income Builder Fund - Class C KTRCX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $9.73  /  +0.41 %
  • Fund Size $616.2M
  • Adjusted Expense Ratio 1.760%
  • Net Expense Ratio 1.770%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Global Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 3.09%
  • Turnover Ratio 191%
NAV and 1-Day Return as of

Morningstar’s Analysis KTRCX

Will KTRCX outperform in the 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 KTRCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the KTRCX 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 KTRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DWS Global Income Builder C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings KTRCX

More KTRCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dws Central Cash Management Government Fund

5.86 38M
Cash and Equivalents

United States Treasury Notes 3.875%

5.32 35M
Government

NVIDIA Corp

3.64 24M
Technology

Ameriprise Financial Inc

2.19 14M
Financial Services

Amazon.com Inc

1.89 12M
Consumer Cyclical

Recruit Holdings Co Ltd

1.87 12M
Communication Services

United States Treasury Bills 4.1432%

1.78 12M
Government

Government National Mortgage Association 8.7688%

1.42 9M
Securitized

Amphenol Corp Class A

1.42 9M
Technology

Bristol-Myers Squibb Co

1.40 9M
Healthcare

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