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Morningstar

DWS Multi-Asset Moderate Allocation C PLSCX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 9.30  /  −0.11 %
  • Total Assets 20.8 Mil
  • Adj. Expense Ratio
    1.810%
  • Expense Ratio 1.810%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.06%
  • Turnover 38%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PLSCX

Will PLSCX outperform in 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.

DWS Multi-Asset Moderate Allocation C's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings PLSCX

More PLSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DWS Core Equity Inst

32.17 7.1 Mil
—

iShares 7-10 Year Treasury Bond ETF

7.89 1.8 Mil
—

Vanguard Interm-Term Corp Bd ETF

7.48 1.7 Mil
—

iShares Core MSCI Europe ETF

6.87 1.5 Mil
—

iShares GNMA Bond ETF

6.46 1.4 Mil
—

DWS Emerging Markets Equity Inst

6.16 1.4 Mil
—

iShares MSCI Japan ETF

5.22 1.2 Mil
—

DWS RREEF Real Estate Securities Instl

5.00 1.1 Mil
—

iShares Core International Aggt Bd ETF

3.37 747,653
—

DWS Small Cap Core S

3.06 678,765
—