DWS Short Duration Fund
Name
As of 02/11/2025Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
0.9%
1 yr return
4.8%
3 Yr Avg Return
2.1%
5 Yr Avg Return
1.5%
Net Assets
$1.03 B
Holdings in Top 10
10.3%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 1.62%
SALES FEES
Front Load N/A
Deferred Load 1.00%
TRADING FEES
Turnover 62.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$1,000
IRA
$500
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 02/11/2025Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
PPLCX - Profile
Distributions
- YTD Total Return 0.9%
- 3 Yr Annualized Total Return 2.1%
- 5 Yr Annualized Total Return 1.5%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 0.92%
- Dividend Yield 3.8%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameDWS Short Duration Fund
-
Fund Family NameDWS Funds
-
Inception DateFeb 03, 2003
-
Shares OutstandingN/A
-
Share ClassC
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerRick Smith
Fund Description
PPLCX - Performance
Return Ranking - Trailing
Period | PPLCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 0.9% | 0.0% | 3.0% | 16.73% |
1 Yr | 4.8% | 1.1% | 13.5% | 68.27% |
3 Yr | 2.1%* | -4.2% | 6.8% | 62.77% |
5 Yr | 1.5%* | -4.2% | 5.8% | 64.12% |
10 Yr | 1.4%* | -18.7% | 170.6% | 75.86% |
* Annualized
Return Ranking - Calendar
Period | PPLCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2024 | 0.6% | -4.3% | 8.8% | 45.38% |
2023 | 2.2% | -1.6% | 7.6% | 40.15% |
2022 | -6.8% | -17.7% | -2.6% | 41.37% |
2021 | -1.5% | -4.0% | 4.4% | 37.70% |
2020 | 2.0% | -7.1% | 7.6% | 43.51% |
Total Return Ranking - Trailing
Period | PPLCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 0.9% | 0.0% | 3.0% | 16.73% |
1 Yr | 4.8% | 1.1% | 13.5% | 68.27% |
3 Yr | 2.1%* | -4.2% | 6.8% | 62.77% |
5 Yr | 1.5%* | -4.2% | 5.8% | 64.12% |
10 Yr | 1.4%* | -18.7% | 170.6% | 75.86% |
* Annualized
Total Return Ranking - Calendar
Period | PPLCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2024 | 4.9% | -0.5% | 19.6% | 60.77% |
2023 | 5.7% | 1.8% | 15.2% | 46.72% |
2022 | -5.1% | -17.3% | -1.3% | 54.71% |
2021 | -0.3% | -2.7% | 7.7% | 62.10% |
2020 | 3.8% | -2.4% | 14.5% | 63.92% |
NAV & Total Return History
PPLCX - Holdings
Concentration Analysis
PPLCX | Category Low | Category High | PPLCX % Rank | |
---|---|---|---|---|
Net Assets | 1.03 B | 14.5 K | 58.2 B | 55.00% |
Number of Holdings | 575 | 2 | 7413 | 40.19% |
Net Assets in Top 10 | 118 M | 1.05 M | 6.81 B | 69.62% |
Weighting of Top 10 | 10.26% | 2.0% | 3443.9% | 91.35% |
Top 10 Holdings
- DWS Central Cash Management Government Fund 2.20%
- U.S. Treasury Inflation-Indexed Notes 0.99%
- U.S. Treasury Notes 0.95%
- Uniform Mortgage-Backed Security, TBA 0.89%
- Ginnie Mae 0.89%
- Uniform Mortgage-Backed Security, TBA 0.88%
- Ginnie Mae 0.88%
- U.S. Treasury Notes 0.87%
- Uniform Mortgage-Backed Security, TBA 0.86%
- U.S. Treasury Notes 0.85%
Asset Allocation
Weighting | Return Low | Return High | PPLCX % Rank | |
---|---|---|---|---|
Bonds | 89.01% | 0.00% | 9553.94% | 40.38% |
Other | 12.76% | -0.72% | 73.75% | 36.92% |
Convertible Bonds | 3.32% | 0.00% | 27.71% | 40.46% |
Cash | 3.06% | -20.59% | 291.24% | 39.62% |
Stocks | 0.24% | 0.00% | 99.96% | 19.81% |
Preferred Stocks | 0.00% | 0.00% | 84.19% | 79.23% |
Stock Sector Breakdown
Weighting | Return Low | Return High | PPLCX % Rank | |
---|---|---|---|---|
Utilities | 0.00% | 0.00% | 81.48% | 97.62% |
Technology | 0.00% | 0.00% | 24.45% | 96.43% |
Real Estate | 0.00% | 0.00% | 8.31% | 98.81% |
Industrials | 0.00% | 0.00% | 100.00% | 97.62% |
Healthcare | 0.00% | 0.00% | 23.11% | 96.43% |
Financial Services | 0.00% | 0.00% | 100.00% | 98.81% |
Energy | 0.00% | 0.00% | 100.00% | 50.00% |
Communication Services | 0.00% | 0.00% | 65.64% | 7.14% |
Consumer Defense | 0.00% | 0.00% | 21.37% | 96.43% |
Consumer Cyclical | 0.00% | 0.00% | 10.75% | 96.43% |
Basic Materials | 0.00% | 0.00% | 22.71% | 96.43% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | PPLCX % Rank | |
---|---|---|---|---|
US | 0.24% | 0.00% | 99.96% | 19.23% |
Non US | 0.00% | 0.00% | 1.60% | 73.46% |
Bond Sector Breakdown
Weighting | Return Low | Return High | PPLCX % Rank | |
---|---|---|---|---|
Corporate | 48.47% | 0.00% | 99.82% | 38.34% |
Securitized | 34.75% | 0.00% | 97.27% | 31.41% |
Government | 11.69% | 0.00% | 73.63% | 67.05% |
Cash & Equivalents | 3.06% | 0.00% | 291.24% | 33.85% |
Municipal | 0.00% | 0.00% | 14.41% | 89.02% |
Derivative | -0.01% | -0.72% | 21.34% | 85.77% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | PPLCX % Rank | |
---|---|---|---|---|
US | 88.93% | 0.00% | 9553.94% | 35.77% |
Non US | 0.09% | 0.00% | 87.70% | 18.27% |
PPLCX - Expenses
Operational Fees
PPLCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.62% | 0.01% | 3.29% | 3.86% |
Management Fee | 0.37% | 0.00% | 1.19% | 66.92% |
12b-1 Fee | 1.00% | 0.00% | 1.00% | 93.96% |
Administrative Fee | 0.10% | 0.01% | 0.41% | 52.61% |
Sales Fees
PPLCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 0.50% | 5.75% | N/A |
Deferred Load | 1.00% | 0.50% | 4.00% | 64.29% |
Trading Fees
PPLCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
PPLCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 62.00% | 2.00% | 500.00% | 40.22% |
PPLCX - Distributions
Dividend Yield Analysis
PPLCX | Category Low | Category High | PPLCX % Rank | |
---|---|---|---|---|
Dividend Yield | 3.75% | 0.00% | 11.11% | 68.85% |
Dividend Distribution Analysis
PPLCX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annual | Monthly | Monthly |
Net Income Ratio Analysis
PPLCX | Category Low | Category High | PPLCX % Rank | |
---|---|---|---|---|
Net Income Ratio | 0.92% | -1.27% | 4.98% | 64.97% |
Capital Gain Distribution Analysis
PPLCX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Semi-Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Jan 31, 2025 | $0.026 | OrdinaryDividend |
Dec 31, 2024 | $0.033 | OrdinaryDividend |
Nov 22, 2024 | $0.024 | OrdinaryDividend |
Oct 25, 2024 | $0.030 | OrdinaryDividend |
Sep 24, 2024 | $0.027 | OrdinaryDividend |
Aug 26, 2024 | $0.029 | OrdinaryDividend |
Jul 31, 2024 | $0.027 | OrdinaryDividend |
Apr 30, 2024 | $0.026 | OrdinaryDividend |
Mar 28, 2024 | $0.025 | OrdinaryDividend |
Feb 29, 2024 | $0.025 | OrdinaryDividend |
Jan 31, 2024 | $0.024 | OrdinaryDividend |
Dec 29, 2023 | $0.024 | OrdinaryDividend |
Nov 30, 2023 | $0.023 | OrdinaryDividend |
Oct 31, 2023 | $0.023 | OrdinaryDividend |
Sep 29, 2023 | $0.023 | OrdinaryDividend |
Aug 31, 2023 | $0.022 | OrdinaryDividend |
Jul 31, 2023 | $0.021 | OrdinaryDividend |
Jun 30, 2023 | $0.021 | OrdinaryDividend |
May 31, 2023 | $0.020 | OrdinaryDividend |
Apr 28, 2023 | $0.020 | OrdinaryDividend |
Mar 31, 2023 | $0.019 | OrdinaryDividend |
Feb 28, 2023 | $0.018 | OrdinaryDividend |
Jan 31, 2023 | $0.017 | OrdinaryDividend |
Dec 30, 2022 | $0.021 | OrdinaryDividend |
Nov 30, 2022 | $0.016 | OrdinaryDividend |
Oct 31, 2022 | $0.015 | OrdinaryDividend |
Sep 30, 2022 | $0.014 | OrdinaryDividend |
Aug 31, 2022 | $0.013 | OrdinaryDividend |
Jul 29, 2022 | $0.012 | OrdinaryDividend |
Jun 30, 2022 | $0.010 | OrdinaryDividend |
May 24, 2022 | $0.008 | OrdinaryDividend |
Apr 25, 2022 | $0.008 | OrdinaryDividend |
Mar 31, 2022 | $0.008 | OrdinaryDividend |
Feb 28, 2022 | $0.008 | OrdinaryDividend |
Jan 31, 2022 | $0.007 | OrdinaryDividend |
Dec 31, 2021 | $0.007 | OrdinaryDividend |
Nov 30, 2021 | $0.008 | OrdinaryDividend |
Oct 29, 2021 | $0.007 | OrdinaryDividend |
Sep 30, 2021 | $0.007 | OrdinaryDividend |
Aug 31, 2021 | $0.008 | OrdinaryDividend |
Jun 30, 2021 | $0.008 | OrdinaryDividend |
May 28, 2021 | $0.008 | OrdinaryDividend |
Apr 30, 2021 | $0.008 | OrdinaryDividend |
Mar 31, 2021 | $0.008 | OrdinaryDividend |
Feb 26, 2021 | $0.009 | OrdinaryDividend |
Jan 29, 2021 | $0.009 | OrdinaryDividend |
Dec 31, 2020 | $0.013 | OrdinaryDividend |
Nov 23, 2020 | $0.010 | OrdinaryDividend |
Oct 26, 2020 | $0.011 | OrdinaryDividend |
Sep 24, 2020 | $0.011 | OrdinaryDividend |
Aug 25, 2020 | $0.010 | OrdinaryDividend |
Jul 27, 2020 | $0.012 | OrdinaryDividend |
Jun 24, 2020 | $0.011 | OrdinaryDividend |
May 22, 2020 | $0.012 | OrdinaryDividend |
Apr 24, 2020 | $0.014 | OrdinaryDividend |
Mar 25, 2020 | $0.011 | OrdinaryDividend |
Feb 24, 2020 | $0.012 | OrdinaryDividend |
Jan 27, 2020 | $0.011 | OrdinaryDividend |
Dec 31, 2019 | $0.015 | OrdinaryDividend |
Nov 22, 2019 | $0.011 | OrdinaryDividend |
Oct 25, 2019 | $0.014 | OrdinaryDividend |
Sep 24, 2019 | $0.016 | OrdinaryDividend |
Aug 23, 2019 | $0.015 | OrdinaryDividend |
Jul 24, 2019 | $0.015 | OrdinaryDividend |
Jun 21, 2019 | $0.015 | OrdinaryDividend |
May 23, 2019 | $0.015 | OrdinaryDividend |
Apr 23, 2019 | $0.015 | OrdinaryDividend |
Mar 22, 2019 | $0.014 | OrdinaryDividend |
Feb 21, 2019 | $0.015 | OrdinaryDividend |
Jan 24, 2019 | $0.014 | OrdinaryDividend |
Dec 10, 2018 | $0.014 | OrdinaryDividend |
Nov 23, 2018 | $0.014 | OrdinaryDividend |
Oct 24, 2018 | $0.014 | OrdinaryDividend |
Sep 21, 2018 | $0.014 | OrdinaryDividend |
Aug 24, 2018 | $0.012 | OrdinaryDividend |
Jul 24, 2018 | $0.012 | OrdinaryDividend |
Jun 22, 2018 | $0.012 | OrdinaryDividend |
May 23, 2018 | $0.012 | OrdinaryDividend |
Apr 23, 2018 | $0.012 | OrdinaryDividend |
Mar 22, 2018 | $0.012 | OrdinaryDividend |
Feb 21, 2018 | $0.012 | OrdinaryDividend |
Jan 24, 2018 | $0.012 | OrdinaryDividend |
Dec 08, 2017 | $0.012 | OrdinaryDividend |
Nov 22, 2017 | $0.012 | OrdinaryDividend |
Oct 24, 2017 | $0.012 | OrdinaryDividend |
Sep 22, 2017 | $0.013 | OrdinaryDividend |
Aug 24, 2017 | $0.013 | OrdinaryDividend |
Jul 24, 2017 | $0.013 | OrdinaryDividend |
Jun 23, 2017 | $0.013 | OrdinaryDividend |
May 23, 2017 | $0.014 | OrdinaryDividend |
Apr 21, 2017 | $0.014 | OrdinaryDividend |
Mar 24, 2017 | $0.014 | OrdinaryDividend |
Feb 21, 2017 | $0.015 | OrdinaryDividend |
Jan 24, 2017 | $0.014 | OrdinaryDividend |
Dec 08, 2016 | $0.014 | OrdinaryDividend |
Nov 22, 2016 | $0.014 | OrdinaryDividend |
Oct 24, 2016 | $0.013 | OrdinaryDividend |
Sep 23, 2016 | $0.013 | OrdinaryDividend |
Aug 24, 2016 | $0.013 | OrdinaryDividend |
Jul 22, 2016 | $0.013 | OrdinaryDividend |
Jun 23, 2016 | $0.013 | OrdinaryDividend |
May 23, 2016 | $0.013 | OrdinaryDividend |
Apr 22, 2016 | $0.013 | OrdinaryDividend |
Mar 23, 2016 | $0.013 | OrdinaryDividend |
Feb 22, 2016 | $0.013 | OrdinaryDividend |
Jan 22, 2016 | $0.013 | OrdinaryDividend |
Dec 08, 2015 | $0.013 | OrdinaryDividend |
Nov 20, 2015 | $0.013 | OrdinaryDividend |
Oct 23, 2015 | $0.013 | OrdinaryDividend |
Sep 23, 2015 | $0.013 | OrdinaryDividend |
Aug 24, 2015 | $0.013 | OrdinaryDividend |
Jul 24, 2015 | $0.013 | OrdinaryDividend |
Jun 23, 2015 | $0.013 | OrdinaryDividend |
May 21, 2015 | $0.013 | OrdinaryDividend |
Apr 23, 2015 | $0.013 | OrdinaryDividend |
Mar 24, 2015 | $0.013 | OrdinaryDividend |
Feb 20, 2015 | $0.013 | OrdinaryDividend |
Jan 23, 2015 | $0.013 | OrdinaryDividend |
Dec 09, 2014 | $0.013 | OrdinaryDividend |
Nov 20, 2014 | $0.013 | OrdinaryDividend |
Oct 24, 2014 | $0.013 | OrdinaryDividend |
Sep 23, 2014 | $0.013 | OrdinaryDividend |
Aug 22, 2014 | $0.013 | OrdinaryDividend |
Jul 24, 2014 | $0.013 | OrdinaryDividend |
Jun 23, 2014 | $0.013 | OrdinaryDividend |
May 22, 2014 | $0.013 | OrdinaryDividend |
Apr 23, 2014 | $0.013 | OrdinaryDividend |
Mar 24, 2014 | $0.013 | OrdinaryDividend |
Feb 21, 2014 | $0.013 | OrdinaryDividend |
Jan 24, 2014 | $0.013 | OrdinaryDividend |
Dec 09, 2013 | $0.013 | OrdinaryDividend |
Nov 21, 2013 | $0.013 | OrdinaryDividend |
Oct 24, 2013 | $0.013 | OrdinaryDividend |
Sep 23, 2013 | $0.013 | OrdinaryDividend |
Aug 23, 2013 | $0.013 | OrdinaryDividend |
Jul 24, 2013 | $0.013 | OrdinaryDividend |
Jun 21, 2013 | $0.015 | OrdinaryDividend |
May 23, 2013 | $0.015 | OrdinaryDividend |
Apr 23, 2013 | $0.016 | OrdinaryDividend |
Mar 21, 2013 | $0.016 | OrdinaryDividend |
Feb 21, 2013 | $0.017 | OrdinaryDividend |
Jan 24, 2013 | $0.015 | OrdinaryDividend |
Dec 10, 2012 | $0.015 | OrdinaryDividend |
Nov 23, 2012 | $0.016 | OrdinaryDividend |
Oct 24, 2012 | $0.015 | OrdinaryDividend |
Sep 21, 2012 | $0.016 | OrdinaryDividend |
Aug 24, 2012 | $0.016 | OrdinaryDividend |
Jul 24, 2012 | $0.014 | OrdinaryDividend |
Jun 22, 2012 | $0.014 | OrdinaryDividend |
May 23, 2012 | $0.014 | OrdinaryDividend |
Apr 23, 2012 | $0.014 | OrdinaryDividend |
Mar 23, 2012 | $0.019 | OrdinaryDividend |
Feb 22, 2012 | $0.020 | OrdinaryDividend |
Jan 24, 2012 | $0.019 | OrdinaryDividend |
Dec 08, 2011 | $0.019 | OrdinaryDividend |
Nov 22, 2011 | $0.019 | OrdinaryDividend |
Oct 24, 2011 | $0.021 | OrdinaryDividend |
Sep 23, 2011 | $0.023 | OrdinaryDividend |
Aug 24, 2011 | $0.023 | OrdinaryDividend |
Jul 22, 2011 | $0.023 | OrdinaryDividend |
Jun 23, 2011 | $0.023 | OrdinaryDividend |
May 23, 2011 | $0.023 | OrdinaryDividend |
Apr 21, 2011 | $0.023 | OrdinaryDividend |
Mar 24, 2011 | $0.023 | OrdinaryDividend |
Feb 18, 2011 | $0.023 | OrdinaryDividend |
Jan 24, 2011 | $0.022 | OrdinaryDividend |
Dec 08, 2010 | $0.021 | OrdinaryDividend |
Nov 22, 2010 | $0.021 | OrdinaryDividend |
Oct 22, 2010 | $0.020 | OrdinaryDividend |
Sep 23, 2010 | $0.021 | OrdinaryDividend |
Aug 24, 2010 | $0.021 | OrdinaryDividend |
Jul 23, 2010 | $0.022 | OrdinaryDividend |
Jun 23, 2010 | $0.022 | OrdinaryDividend |
May 21, 2010 | $0.022 | OrdinaryDividend |
Apr 23, 2010 | $0.022 | OrdinaryDividend |
Mar 24, 2010 | $0.022 | OrdinaryDividend |
Feb 19, 2010 | $0.023 | OrdinaryDividend |
Jan 22, 2010 | $0.022 | OrdinaryDividend |
Dec 09, 2009 | $0.022 | OrdinaryDividend |
Nov 20, 2009 | $0.025 | OrdinaryDividend |
Oct 23, 2009 | $0.025 | OrdinaryDividend |
Sep 23, 2009 | $0.027 | OrdinaryDividend |
Aug 24, 2009 | $0.027 | OrdinaryDividend |
Jul 24, 2009 | $0.027 | OrdinaryDividend |
Jun 23, 2009 | $0.027 | OrdinaryDividend |
May 21, 2009 | $0.027 | OrdinaryDividend |
Apr 23, 2009 | $0.032 | OrdinaryDividend |
Mar 24, 2009 | $0.032 | OrdinaryDividend |
Feb 20, 2009 | $0.032 | OrdinaryDividend |
Jan 23, 2009 | $0.032 | OrdinaryDividend |
Dec 10, 2008 | $0.032 | OrdinaryDividend |
Nov 20, 2008 | $0.032 | OrdinaryDividend |
Oct 24, 2008 | $0.029 | OrdinaryDividend |
Sep 23, 2008 | $0.024 | OrdinaryDividend |
Aug 22, 2008 | $0.024 | OrdinaryDividend |
Jul 24, 2008 | $0.024 | OrdinaryDividend |
Jun 23, 2008 | $0.031 | OrdinaryDividend |
May 22, 2008 | $0.031 | OrdinaryDividend |
Apr 23, 2008 | $0.035 | OrdinaryDividend |
Mar 24, 2008 | $0.035 | OrdinaryDividend |
Feb 22, 2008 | $0.035 | OrdinaryDividend |
Jan 24, 2008 | $0.035 | OrdinaryDividend |
Dec 10, 2007 | $0.047 | CapitalGainShortTerm |
Dec 10, 2007 | $0.059 | OrdinaryDividend |
Nov 23, 2007 | $0.034 | OrdinaryDividend |
Oct 24, 2007 | $0.034 | OrdinaryDividend |
Sep 21, 2007 | $0.034 | OrdinaryDividend |
Aug 24, 2007 | $0.034 | OrdinaryDividend |
Jul 24, 2007 | $0.034 | OrdinaryDividend |
Jun 22, 2007 | $0.034 | OrdinaryDividend |
May 23, 2007 | $0.035 | OrdinaryDividend |
Apr 18, 2007 | $0.033 | OrdinaryDividend |
Mar 23, 2007 | $0.033 | OrdinaryDividend |
Feb 21, 2007 | $0.029 | OrdinaryDividend |
Jan 24, 2007 | $0.026 | OrdinaryDividend |
Dec 11, 2006 | $0.065 | CapitalGainShortTerm |
Dec 11, 2006 | $0.025 | OrdinaryDividend |
Nov 22, 2006 | $0.025 | OrdinaryDividend |
Oct 24, 2006 | $0.025 | OrdinaryDividend |
Sep 22, 2006 | $0.024 | OrdinaryDividend |
PPLCX - Fund Manager Analysis
Managers
Rick Smith
Start Date
Tenure
Tenure Rank
Feb 01, 2016
6.33
6.3%
RICK SMITH, CFA, MANAGING DIRECTOR and Portfolio Manager. Joined DWS Investment Management Americas, Inc. in 2004. Prior to joining, he served as a Fixed Income Investment Grade Portfolio Manager at MFS Investments. Previously, he worked as a Research Analyst at Salomon Brothers. Senior Portfolio Manager: New York. BA in Economics, Vassar College; MBA in Finance, Vanderbilt University.
Thomas Sweeney
Start Date
Tenure
Tenure Rank
Aug 01, 2017
4.83
4.8%
Thomas J. Sweeney, CFA, is Director and Portfolio Manager. Portfolio Manager / Structured Finance Sector Head: New York Joined Deutsche Asset Management in 2005 with 4 years of industry experience. Prior to his current role, he served as a structured trader. Previously, he worked in the Technology division. Before joining, he developed portfolio analytics systems at Merrill Lynch as a part of their Private Investors Technology Group. Hold a BS in Computer Science, Rutgers College.
Jeff Morton
Start Date
Tenure
Tenure Rank
Aug 01, 2017
4.83
4.8%
Jeff Morton, CFA, is Vice President and Portfolio Manager. Fixed Income Portfolio Manager: New York. Joined Deutsche Asset Management in 2011 with 13 years of industry experience. Prior to joining, he served as a Portfolio Manager at Fischer Francis Trees and Watts. Previously, he worked as a Vice President at Credit Suisse and at Blackrock. Hold a BS in Major Industrial Management and Economics, Carnegie Mellon University.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.07 | 28.77 | 6.16 | 2.41 |