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DWS Multi-Asset Conservative Allc A SPDAX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 12.55  /  −0.08 %
  • Total Assets 61.1 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.89%
  • Turnover 36%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis SPDAX

Will SPDAX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit DWS Multi-Asset Conservative Allc A to 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.

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Portfolio Holdings SPDAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 81.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares GNMA Bond ETF

12.09 7.6 Mil

DWS ESG Core Equity Institutional

10.98 6.9 Mil

iShares US Treasury Bond ETF

10.96 6.9 Mil

DWS Core Equity Inst

10.08 6.4 Mil

Vanguard Interm-Term Corp Bd ETF

8.39 5.3 Mil

Vanguard Total International Bond ETF

7.51 4.7 Mil

iShares JP Morgan USD Em Mkts Bd ETF

6.61 4.2 Mil

DWS High Income Inst

5.57 3.5 Mil

iShares Core MSCI Europe ETF

4.67 2.9 Mil

iShares iBoxx $ Invmt Grade Corp Bd ETF

4.51 2.8 Mil