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Mutual Fund Insights: DWS Inflation Protected Plus S Fund (TIPSX)

In-depth Analysis of DWS Inflation Protected Plus S Fund (TIPSX)

Mutual fund chart: DWS Inflation Protected Plus S Fund (TIPSX)

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1 year
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See DWS Inflation Protected Plus S Fund (TIPSX) 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 TIPIX 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 S Fund (TIPSX)

Data for DWS Inflation Protected Plus S Fund (TIPSX) as of January 31, 2010

DWS Inflation Protected Plus S Fund (TIPSX) management has been with DWS Inflation Protected Plus S Fund for 4.4 years
DWS Inflation Protected Plus S Fund (TIPSX) 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 S management does not trade extensively for its return.
DWS Inflation Protected Plus S Fund (TIPSX) is less volatile than its peers as it has a 3-year Standard Deviation of 9, lower than category average of 9.17
DWS Inflation Protected Plus S Fund (TIPSX) has a lower management fee than its Inflation-Protected Bond average: 0.66% vs 0.85%
DWS Inflation Protected Plus S Fund (TIPSX) 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 S Fund (TIPSX)

Data for DWS Inflation Protected Plus S Fund (TIPSX) as of January 31, 2010

DWS Inflation Protected Plus S 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 S Fund (TIPSX) has a less-than-ideal short-term performance (1-year return 10.43% vs 12.14% Inflation-Protected Bond category average)
DWS Inflation Protected Plus S Fund (TIPSX) has a less-than-ideal mid-term performance (3-year return 5.59% vs 5.79% Inflation-Protected Bond category average)
DWS Inflation Protected Plus S Fund (TIPSX) ratio of up-years vs down years can be improved
DWS Inflation Protected Plus S Fund (TIPSX) has a Morningstar rating of 3 and below
DWS Inflation Protected Plus S Fund (TIPSX) is less safe compared to its Inflation-Protected Bond peers
DWS Inflation Protected Plus S Fund (TIPSX) does not have a good risk adjusted return as its 3-year Alpha of -3.53 is worse than category average of -2.99, and its 3-year Sharpe ratio is 0.43

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

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DWS Inflation Protected Plus S Fund (TIPSX) Net Asset

Track net asset change of DWS Inflation Protected Plus S fund (TIPSX)

Date	Net Asset
01/2010	$20.28M
11/2009	$19.99M
10/2009	$19.39M

More historic net asset information on DWS Inflation Protected Plus S Fund (TIPSX)

DWS Inflation Protected Plus S Fund (TIPSX) Portfolio Allocation

Track portfolio allocation change of DWS Inflation Protected Plus S fund (TIPSX)

Date	Cash	Stock	Bond	Other
09/2009	2.14%	0%	97.86%	0%
03/2009	1.81%	0%	98.19%	0%
02/2009	1.01%	0%	98.99%	0%

Click here to see more historic asset allocation information on DWS Inflation Protected Plus S Fund (TIPSX)

Most Recent Top 10 Holdings in DWS Inflation Protected Plus S Fund (TIPSX)

Discover what DWS Inflation Protected Plus S Fund (TIPSX) 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 S Fund (TIPSX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.