Skip to Content

DWS Multi-Asset Moderate Allocation A PLUSX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 9.71  /  +0.10 %
  • Total Assets 21.6 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
  • Status Open
  • TTM Yield 1.80%
  • Turnover 38%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 AM GMT+0

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 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 second-highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PLUSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 82.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DWS Core Equity Inst

32.76 7.3 Mil

iShares 7-10 Year Treasury Bond ETF

8.06 1.8 Mil

Vanguard Interm-Term Corp Bd ETF

8.05 1.8 Mil

DWS Emerging Markets Equity Inst

6.94 1.5 Mil

iShares Core MSCI Europe ETF

6.71 1.5 Mil

iShares MSCI Japan ETF

4.99 1.1 Mil

DWS RREEF Real Estate Securities Instl

4.85 1.1 Mil

iShares GNMA Bond ETF

4.27 948,710

Dws Central Cash Management Government Fund

3.79 841,994
Cash and Equivalents

iShares JP Morgan USD Em Mkts Bd ETF

3.01 670,408