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Dws Total Return Bond Fund - Class A (SZIAX)
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08/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 140.19M
DWS Total Return Bond Fund - Class A
9.410
+0.020
+0.21%
- Overview
- Profile
- Historical Data
- Holdings
SZIAX Overview
On this page you'll find an in-depth profile of Dws Total Return Bond Fund - Class A. Learn about the key management, total assets, investment strategy and contact information of SZIAX among other information.
Investment Strategy
The investment seeks to maximize total return consistent with preservation of capital and prudent investment management. Under normal circumstances, the fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in bonds of any maturity. It invests mainly in investment grade U.S. dollar-denominated fixed income securities, including corporate bonds, U.S. government and agency bonds and mortgage- and asset-backed securities. The fund may invest up to 40% of total assets in foreign securities including up to 20% of total assets in securities of issuers located in emerging markets countries.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Christopher J. Munshower | - | 2020 | Now |
| Biography | Christopher J. Munshower, CFA, Director. Portfolio Manager of the fund. Began managing the fund in 2020. ■ Joined DWS in 2004. Previously worked as a Senior High Grade Fixed Income Analyst at Bear Stearns and a Senior Research Analyst in the Insurance Ratings Group and in the Municipal Bond Group at Standard & Poor's. ■ BS in Accounting and Economics, Lehigh University. | ||
| Kelly L. Beam | Vice President | 2017 | Now |
| Biography | Kelly L. Beam, CFA, is a Vice President of Deutsche Investment Management Americas Inc. She has been Vice President since 2010, Senior Corporate Bond Trader since 2006 and a Fixed Income Portfolio Manager since 2006 for DIMA. Ms. Beam joined Deutsche Investment Management Americas Inc. in 1999. Prior to joining the Credit Sector team, Ms. Beam served in Investment Support for Stable Value, Specialty Fixed Income and Global Insurance. She obtained her MBA degree from Fordham University and her undergraduate degree, Bachelor of Science, from Lehigh University. | ||
| Thomas M. Farina | Managing Director | 2016 | 2023 |
| Biography | Thomas M. Farina, CFA, is a Managing Director of Deutsche Investment Management Americas Inc. He has been Managing Director since 2011, Head of the Corporate Sector Fixed Income team since 2006 and a Senior Portfolio Manager since 2006 for DIMA. Mr. Farina joined Deutsche Investment Management Americas Inc. in 2006 with 12 years of industry experience. Prior to joining, Mr. Farina held roles at Merrill Lynch Investment Management, Greenwich NatWest and at DnB Asset Management. He began his career as a Ratings Analyst at Standard & Poor’s. He obtained his MA degree and his undergraduate degree, Bachelor of Arts, from the State University of New York at Albany. | ||
| Gregory M. Staples | Portfolio Manager | 2016 | 2023 |
| Biography | Gregory M. Staples, CFA, Regional Head of Fixed Income. Portfolio Manager of the fund. Began managing the fund in 2016. Joined Deutsche Asset & Wealth Management in 2005. Prior to joining, heserved as a Senior Managing Director and managing director at MONY Advisors, Staples is responsible for the direction of all third-party public-bond portfolios. He began his career with MONY in 1982 as a corporate-credit analyst and now heads the public-bond trading group. | ||
| Gary Russell | Head | 2012 | 2017 |
| Biography | Gary Russell, CFA, Managing Director and Portfolio Manager. · Joined Deutsche Asset & Wealth Management in 1996. Served as the head of the High Yield group in Europe and as an Emerging Markets portfolio manager. · Prior to that, four years at Citicorp as a research analyst and structurer of collateralized mortgage obligations. Prior to Citicorp, served as an officer in the US Army from 1988 to 1991. ·BS, United States Military Academy (West Point); MBA, New York University, Stern School of Business. | ||
| John D. Ryan | Portfolio Manager | 2012 | 2017 |
| Biography | JOHN D. RYAN is a director and portfolio manager, has joined Deutsche Asset & Wealth Management in 2010. Prior to Deutsche, John was a Vice President at The Northern Trust Company, Chicago. Prior to joining Northern Trust in 2007, John was a Vice President with Castle Oak Securities. From 2004 to 2005 he was a Vice President with RBS Greenwich Capital. From 2003 to 2004 he was a Vice President at J.P. Morgan Securities, and from 1998 to 2003 he was with Deutsche Asset Management, most recently as Managing Director. John received both his B.A. and M.B.A. degrees from the University of Chicago. | ||
| William J. Chepolis | Portfolio Manager | 2011 | 2016 |
| Biography | Chepolis joined Deutsche Asset & Wealth Management in 1998 after 13 years of experience as vice president for Norwest Bank where he managed the bank's fixed income and foreign exchange portfolios. Chepolis holds the Chartered Financial Analyst designation and BIS from University of Minnesota. | ||
| Ohn Choe | Assistant Vice President | 2012 | 2013 |
| Biography | OHN CHOE, CFA, Assistant Vice President and Portfolio Manager of Deutsche Investment Managment Americas Inc. Joined Deutsche Asset Management in 2005. He has a BSBA from Georgetown University. | ||
| Eric S. Meyer | Head | 2012 | 2013 |
| Biography | Head of US Loan Portfolio Management, High Yield Strategies: New York. Joined the Deutsche Asset & Wealth Management in 2006 after 16 years of experience in positions of increasing responsibility in corporate banking with First Chicago, Credit Agricole, and most recently, Bank of America's subsidiary, Flagship Capital Management. Prior to his corporate banking experience, he worked in trust management operations for 10 years at First Chicago and EF Hutton. BA from State University of New York, Albany; MBA from Pace University. | ||
| Bruce Harley | Head | 2008 | 2012 |
| Biography | He joined Deutsche Asset Management in March 2007 after 18 years of experience at INVESCO where he was head of Governments and Derivatives, responsible for positioning for US duration and term structure. He holds the Chartered Financial Analyst designation. | ||
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