Morningstar

DWS Multi-Asset Moderate Allocation Fund - Class S PPLSX

Morningstar Medalist Rating
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Medalist Rating as of See DWS Investment Hub
  • NAV / 1-Day Return $8.35  /  −0.71 %
  • Fund Size $21.1M
  • Adjusted Expense Ratio 0.740%
  • Net Expense Ratio 0.480%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.80%
  • Turnover Ratio 135%
NAV and 1-Day Return as of

Morningstar’s Analysis PPLSX

Will PPLSX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PPLSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PPLSX 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 PPLSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DWS Multi-Asset Moderate Allocation S holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PPLSX

More PPLSX Holdings
  • 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 Equity 500 Index Inst

42.33 9M
—

Vanguard Interm-Term Corp Bd ETF

7.09 2M
—

iShares GNMA Bond ETF

6.52 1M
—

DWS High Income Inst

6.40 1M
—

DWS Emerging Markets Equity Inst

4.87 1M
—

DWS Small Cap Core S

3.94 861,305
—

iShares US Treasury Bond ETF

3.72 812,934
—

DWS Emerging Markets Fixed Income Inst

3.65 799,010
—

Dws Central Cash Management Government Fund

3.06 668,565
Cash and Equivalents

iShares Core MSCI Europe ETF

2.61 571,020
—

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