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Mutual Fund Insights: DWS Inflation Protected Plus Inst Fund (TIPIX)

In-depth Analysis of DWS Inflation Protected Plus Inst Fund (TIPIX)

Mutual fund chart: DWS Inflation Protected Plus Inst Fund (TIPIX)

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See DWS Inflation Protected Plus Inst Fund (TIPIX) performance details as of January 31, 2010

  

    Last Trade: $9.84 on 3/12/2010, Change: +0.02 (0.2%)

  

Fund Manager - Robert Wang

Fund Manager Tenure: 4.4 years   [Similar Funds: TIPAX  TIPCX  TIPSX  TIPTX ]
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)
Robert Wang, Managing Director -Head of Quantitative Strategies Portfolio Management; member of iGAP Global Oversight Committee and DB Advisors Investment Committee: New York -Joined the Company in 1995 as a senior fixed income portfolio manager after 13 years of experience at J.P. Morgan and Co. trading fixed income, derivatives and foreign exchange products -BS in Economics from The Wharton School, University of Pennsylvania  Get more insights on Robert Wang

  

What we like about DWS Inflation Protected Plus Inst Fund (TIPIX) What we like about DWS Inflation Protected Plus Inst Fund (TIPIX)

Data for DWS Inflation Protected Plus Inst Fund (TIPIX) as of January 31, 2010

  • DWS Inflation Protected Plus Inst Fund (TIPIX) management has been with DWS Inflation Protected Plus Inst Fund for 4.4 years
  • DWS Inflation Protected Plus Inst Fund (TIPIX) has an annual stock turnover rate of 114.00% vs Inflation-Protected Bond average of 225.32%. It is good that DWS Inflation Protected Plus Inst management does not trade extensively for its return.
  • DWS Inflation Protected Plus Inst Fund (TIPIX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.93, lower than category average of 9.17
  • DWS Inflation Protected Plus Inst Fund (TIPIX) has a lower management fee than its Inflation-Protected Bond average: 0.65% vs 0.85%
  • DWS Inflation Protected Plus Inst Fund (TIPIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about DWS Inflation Protected Plus Inst Fund (TIPIX) What we are cautious about DWS Inflation Protected Plus Inst Fund (TIPIX)

Data for DWS Inflation Protected Plus Inst Fund (TIPIX) as of January 31, 2010

  • DWS Inflation Protected Plus Inst Fund is a focused fund with 76.88% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • DWS Inflation Protected Plus Inst Fund (TIPIX) has a less-than-ideal short-term performance (1-year return 10.56% vs 12.14% Inflation-Protected Bond category average)
  • DWS Inflation Protected Plus Inst Fund (TIPIX) has a less-than-ideal mid-term performance (3-year return 5.66% vs 5.79% Inflation-Protected Bond category average)
  • DWS Inflation Protected Plus Inst Fund (TIPIX) ratio of up-years vs down years can be improved
  • DWS Inflation Protected Plus Inst Fund (TIPIX) has a Morningstar rating of 3 and below
  • DWS Inflation Protected Plus Inst Fund (TIPIX) is less safe compared to its Inflation-Protected Bond peers
  • DWS Inflation Protected Plus Inst Fund (TIPIX) does not have a good risk adjusted return as its 3-year Alpha of -3.4 is worse than category average of -2.99, and its 3-year Sharpe ratio is 0.44
See DWS Inflation Protected Plus Inst Fund (TIPIX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Inflation-Protected Bond category?

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DWS Inflation Protected Plus Inst Fund (TIPIX) Net Asset

Track net asset change of DWS Inflation Protected Plus Inst fund (TIPIX)

DateNet Asset
01/2010$105.75M
11/2009$97.61M
10/2009$94.11M
More historic net asset information on DWS Inflation Protected Plus Inst Fund (TIPIX)

  

DWS Inflation Protected Plus Inst Fund (TIPIX) Portfolio Allocation

Track portfolio allocation change of DWS Inflation Protected Plus Inst fund (TIPIX)

DateCashStockBondOther
09/20092.14%0%97.86%0%
03/20091.81%0%98.19%0%
02/20091.01%0%98.99%0%
Click here to see more historic asset allocation information on DWS Inflation Protected Plus Inst Fund (TIPIX)

  

Most Recent Top 10 Holdings in DWS Inflation Protected Plus Inst Fund (TIPIX)

Discover what DWS Inflation Protected Plus Inst Fund (TIPIX) manager is buying

30-Sep-09
US Treasury Bond 3.625% [13.13%]
US Treasury Note [10.15%]
US Treasury Note 2% [9%]
US Treasury Bond 2.375% [8.72%]
US Treasury Note 1.875% [8.4%]
US Treasury Bond 1.75% [7.17%]
US Treasury Note 1.625% [6.48%]
US Treasury Note [4.96%]
FNMA [4.76%]
US TREASURY NOTE [4.11%]

31-Mar-09
US Treasury Note 2% [12.67%]
US Treasury Bond 3.625% [11.55%]
US Treasury Note 1.875% [10.04%]
US Treasury Bond 2.375% [8.87%]
US Treasury Note [8.86%]
US Treasury Bond 1.75% [7.36%]
US TREASURY NOTE [6.1%]
FNMA [5.87%]
US Treasury Note 1.625% [5.48%]
US Treasury Note 2% [3.84%]

28-Feb-09
US Treasury Note 2% [10.81%]
US Treasury Bond 3.625% [10.74%]
US Treasury Note 1.875% [9.83%]
US Treasury Bond 2.375% [9.72%]
US Treasury Note [8.42%]
US Treasury Bond 1.75% [7.17%]
US Treasury Note 3% [6.61%]
FNMA [5.93%]
US TREASURY NOTE [5.77%]
US Treasury Note 0.625% [5.7%]
Click here for Stock Holding Change Map in DWS Inflation Protected Plus Inst Fund (TIPIX)

  

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