DWS Global Income Builder R6 (KTRZX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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DWS Global Income Builder R6
Chicago, IL 60603
345 Park Avenue
DWS Balanced Fund
Management information
,Lead manager since 24 April 2023
Daniel Park, Portfolio Manager Multi Asset & Solutions. Portfolio Manager of the fund. Began managing the fund in 2023.
◾Joined DWS in 2014.
◾Portfolio Manager - Multi Asset & Solutions.
◾BA in Economics, University of Bonn; MSc in International Business, Maastricht University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Allocation
Fund familyDWS
Net assets607.35M
YTD return6.44%
Yield3.53%
Morningstar rating★★★★
Inception date24 Aug 2014
Fund operations
Last dividend0.19
Last cap gain-3.00
Holdings turnover164.00%
Average for categoryN/A
Fees and expenses
ExpenseKTRZXCategory average
Annual report expense ratio (net)0.56%1.00%
Prospectus net expense ratio0.56%N/A
Prospectus gross expense ratio0.56%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.06%
Max deferred sales loadN/A1.35%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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