Morningstar

DWS Multi-Asset Moderate Allocation Fund - Class C PLSCX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $8.44  /  +0.47 %
  • Fund Size $21.3M
  • Adjusted Expense Ratio 1.740%
  • Net Expense Ratio 1.480%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.48%
  • Turnover Ratio 135%
NAV and 1-Day Return as of

Morningstar’s Analysis PLSCX

Will PLSCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PLSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PLSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DWS Multi-Asset Moderate Allocation C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PLSCX

More PLSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DWS Equity 500 Index Inst

41.17 9M
—

Vanguard Interm-Term Corp Bd ETF

8.56 2M
—

iShares GNMA Bond ETF

6.49 1M
—

DWS High Income Inst

6.33 1M
—

DWS Emerging Markets Equity Inst

4.67 1M
—

DWS Small Cap Core S

3.97 869,373
—

iShares US Treasury Bond ETF

3.71 813,296
—

iShares JP Morgan USD Em Mkts Bd ETF

3.41 745,921
—

DWS RREEF Real Estate Securities Instl

3.08 674,653
—

iShares Core International Aggt Bd ETF

2.58 565,658
—

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