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DWS Multi-Asset Moderate Allocation A PLUSX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 9.33  /  0.00
  • Total Assets 22.2 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.89%
  • Turnover 38%

Morningstar’s Analysis PLUSX

Will PLUSX outperform in future?

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

DWS Multi-Asset Moderate Allocation A's Average People Pillar and Process 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 second-costliest quintile among peers.

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Portfolio Holdings PLUSX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 1
  • Other Holdings 24
  • % Assets in Top 10 Holdings 82.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DWS Core Equity Inst

33.59
7,520,776

Vanguard Interm-Term Corp Bd ETF

7.91
1,771,823

iShares 7-10 Year Treasury Bond ETF

6.91
1,546,867

iShares GNMA Bond ETF

6.81
1,524,766

DWS Emerging Markets Equity Inst

6.11
1,367,195

DWS RREEF Real Estate Securities Instl

5.41
1,211,806

iShares Core MSCI Europe ETF

4.16
931,599

iShares MSCI Japan ETF

3.92
877,820

DWS High Income Inst

3.70
829,308

DWS RREEF Global Infrastructure Inst

3.44
770,627