Skip to Content

DWS Multi-Asset Moderate Allocation S PPLSX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 9.32  /  0.43 %
  • Total Assets 22.2 Mil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.15%
  • Turnover 38%

Morningstar’s Analysis PPLSX

Will PPLSX outperform in future?

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

DWS Multi-Asset Moderate Allocation S's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PPLSX

  • 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