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.
DWS Multi-Asset Moderate Allocation C PLSCX
- NAV / 1-Day Return 9.28 / −0.22 %
- Total Assets 20.8 Mil
-
Adj. Expense Ratio
- 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 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 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.
People Pillar
Parent Pillar
- 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 | — |