DWS Total Return Bond Fund - Class Inst (SZIIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.49
+0.02 (0.21%)
At close: Feb 13, 2026
Fund Assets234.36M
Expense Ratio0.55%
Min. Investment$1,000,000
Turnover301.00%
Dividend (ttm)0.49
Dividend Yield5.16%
Dividend Growth15.74%
Payout FrequencyMonthly
Ex-Dividend DateJan 23, 2026
Previous Close9.47
YTD Return1.26%
1-Year Return8.47%
5-Year Return1.05%
52-Week Low8.72
52-Week High9.49
Beta (5Y)n/a
Holdings330
Inception DateJun 25, 2001

About SZIIX

DWS Total Return Bond Fund – Class Institutional is a diversified mutual fund focused on fixed income investments. The fund’s primary objective is to maximize total return while maintaining capital preservation and prudent risk management. It achieves this by primarily investing in investment-grade, U.S. dollar-denominated fixed income securities. These holdings include a mix of corporate bonds, U.S. government and agency bonds, as well as mortgage-backed securities, seeking a balanced approach between income generation and risk. By including a wide array of bond types, the fund offers exposure to different segments of the fixed income market. This diversification aims to reduce the impact of sector-specific risks and support performance in varying economic conditions. The fund generally holds securities rated investment grade, emphasizing credit quality and stability. DWS Total Return Bond Fund – Class Institutional appeals to institutions and investors seeking broad-based fixed income exposure, making it a core holding for portfolios that prioritize steady income and capital preservation within the U.S. bond market.

Fund Family DWS
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SZIIX
Share Class Institutional Class
Index Bloomberg U.S. Aggregate Bond TR

Performance

SZIIX had a total return of 8.47% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.49%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
SCSBXClass S0.55%
SZIAXClass A0.80%
SZICXClass C1.55%

Dividend History

Ex-DividendAmountPay Date
Jan 23, 2026$0.0384Jan 26, 2026
Dec 8, 2025$0.0401Dec 9, 2025
Nov 20, 2025$0.0418Nov 21, 2025
Oct 24, 2025$0.0423Oct 27, 2025
Sep 23, 2025$0.0442Sep 24, 2025
Aug 22, 2025$0.0414Aug 25, 2025
Full Dividend History