DWS Multi-Asset Moderate Allocation A 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.
DWS Multi-Asset Moderate Allocation Fund - Class A PLUSX
- NAV / 1-Day Return 8.32 / −2.23 %
- Total Assets 21.9M
-
Adj. Expense Ratio
0.990%
- Expense Ratio 0.730%
- 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 2.49%
- Turnover 135%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:57 AM GMT+0
Morningstar’s Analysis PLUSX
Will PLUSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PLUSX 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 PLUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 79.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
DWS Equity 500 Index Inst | 34.41 | 7M | — |
Vanguard Interm-Term Corp Bd ETF | 9.13 | 2M | — |
iShares GNMA Bond ETF | 7.56 | 2M | — |
DWS Emerging Markets Equity Inst | 6.16 | 1M | — |
iShares US Treasury Bond ETF | 5.61 | 1M | — |
DWS High Income Inst | 4.59 | 960,477 | — |
iShares JP Morgan USD Em Mkts Bd ETF | 3.39 | 709,547 | — |
iShares Core MSCI Europe ETF | 2.99 | 626,176 | — |
DWS RREEF Real Estate Securities Instl | 2.95 | 617,375 | — |
DWS Small Cap Core S | 2.76 | 577,832 | — |
United States