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DWS Multi-Asset Moderate Allocation C PLSCX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 9.42  /  +0.86 %
  • 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 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 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.

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.

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Portfolio Holdings PLSCX

  • 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