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Fund Intelligence | Best Managers | KGDBX Insights | KGDBX Score | KGDBX Performance | KGDBX Manager | KGDBX News | KGDBX Allocation | KGDBX Holdings Change

Mutual Fund Insights: DWS Global Opportunities B Fund (KGDBX)

In-depth Analysis of DWS Global Opportunities B Fund (KGDBX)

Mutual fund chart: DWS Global Opportunities B Fund (KGDBX)

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See DWS Global Opportunities B Fund (KGDBX) performance details as of January 31, 2010

  

    Last Trade: $29.49 on 3/17/2010, Change: +0.28 (0.96%)

  

Fund Manager - Joseph Axtell

Fund Manager Tenure: 7.3 years   [Similar Funds: KGDAX  KGDCX  KGDIX ]
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)
Joined the Company in April 2001 as a portfolio manager for several of Scudder Investments European funds with 17 years of investment experience, including five years at Merrill Lynch Asset Managers as a senior analyst for international equities, seven years as an international research analyst at PCM International and five years in various investment positions at Prudential Capital Corporation, Prudential-Bache Capital Funding (London) and Prudential Equity Management Associates  Get more insights on Joseph Axtell

  

What we like about DWS Global Opportunities B Fund (KGDBX) What we like about DWS Global Opportunities B Fund (KGDBX)

Data for DWS Global Opportunities B Fund (KGDBX) as of January 31, 2010

  • DWS Global Opportunities B Fund (KGDBX) management has been with DWS Global Opportunities B Fund for 7.3 years
  • DWS Global Opportunities B Fund (KGDBX) has good short-term performance (1-year return 50.45% vs 40.69% World Stock category average)
  • DWS Global Opportunities B Fund (KGDBX) ratio of up-years vs down years is greater than 2
  • DWS Global Opportunities B Fund (KGDBX) has an annual stock turnover rate of 53.00% vs World Stock average of 93.35%. It is good that DWS Global Opportunities B management does not trade extensively for its return.

  

What we are cautious about DWS Global Opportunities B Fund (KGDBX) What we are cautious about DWS Global Opportunities B Fund (KGDBX)

Data for DWS Global Opportunities B Fund (KGDBX) as of January 31, 2010

  • DWS Global Opportunities B Fund (KGDBX) has a less-than-ideal mid-term performance (3-year return -9.68% vs -6.17% World Stock category average)
  • DWS Global Opportunities B Fund (KGDBX) has a less-than-ideal Long-term performance (5-year return 1.40% vs 2.47% World Stock category average)
  • DWS Global Opportunities B Fund (KGDBX) has a Morningstar rating of 3 and below
  • DWS Global Opportunities B Fund (KGDBX) is less safe compared to its World Stock peers
  • DWS Global Opportunities B Fund (KGDBX) does not have a good risk adjusted return as its 3-year Alpha of -1.11 is worse than category average of 0.66, and its 3-year Sharpe ratio is -0.32
  • DWS Global Opportunities B Fund (KGDBX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.41 that is higher than category average of 22.99
  • DWS Global Opportunities B Fund (KGDBX) has a higher management fee of 2.32% than its World Stock average of 1.53%
  • DWS Global Opportunities B Fund (KGDBX) carries a 4% load
See DWS Global Opportunities B Fund (KGDBX) performance details as of January 31, 2010

  

  

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DWS Global Opportunities B Fund (KGDBX) Net Asset

Track net asset change of DWS Global Opportunities B fund (KGDBX)

DateNet Asset
01/2010$8.82M
11/2009$9.53M
10/2009$9.55M
More historic net asset information on DWS Global Opportunities B Fund (KGDBX)

  

DWS Global Opportunities B Fund (KGDBX) Portfolio Allocation

Track portfolio allocation change of DWS Global Opportunities B fund (KGDBX)

DateCashStockBondOther
09/20092.79%97.22%0%0%
06/20091.48%98.52%0%0%
03/20093.47%96.53%0%0%
Click here to see more historic asset allocation information on DWS Global Opportunities B Fund (KGDBX)

  

Most Recent Top 10 Holdings in DWS Global Opportunities B Fund (KGDBX)

Discover what DWS Global Opportunities B Fund (KGDBX) manager is buying

30-Sep-09
FRESENIUS MEDICAL CARE AG & [2.83%]
QP Trust [2.7%]
ULTRA PETROLEUM CORP [1.97%]
ALLEGHENY ENERGY INC [1.63%]
United Internet AG [1.49%]
Thoratec Corporation [1.39%]
LAZARD LTD. [1.34%]
Itron, Inc. [1.27%]
Nidec Corp [1.26%]
SBM OFFSHORE NV [1.23%]

30-Jun-09
FRESENIUS MEDICAL CARE AG & [3.37%]
ULTRA PETROLEUM CORP [2.11%]
ALLEGHENY ENERGY INC [1.94%]
AECOM TECHNOLOGY COR [1.79%]
United Internet AG [1.62%]
Thoratec Corporation [1.51%]
Qiagen N.V. [1.39%]
Xinyi Glass Holdings Ltd. [1.36%]
Itron, Inc. [1.34%]
QP Trust [1.34%]

31-Mar-09
Fresenius Medical Care Corporation [3.96%]
ALLEGHENY ENERGY INC [3.28%]
ULTRA PETROLEUM CORP [2.46%]
FTI CONSULTING INC [2.3%]
Thoratec Corporation [2.13%]
AECOM TECHNOLOGY COR [1.85%]
Itron, Inc. [1.73%]
Serco Group PLC [1.72%]
AMERIGROUP CORP [1.71%]
United Internet AG [1.58%]
Click here for Stock Holding Change Map in DWS Global Opportunities B Fund (KGDBX)

  

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Latest News on DWS Global Opportunities B (KGDBX)

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