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DWS Multi-Asset Conservative Allc C SPDCX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 12.89  /  +0.62 %
  • Total Assets 63.5 Mil
  • Adj. Expense Ratio
    1.700%
  • Expense Ratio 1.700%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.19%
  • Turnover 36%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis SPDCX

Will SPDCX outperform in future?

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

DWS Multi-Asset Conservative Allc C's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

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 most expensive quintile among peers.

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Portfolio Holdings SPDCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 78.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares US Treasury Bond ETF

13.64 8.7 Mil

DWS ESG Core Equity Institutional

10.45 6.6 Mil

DWS Core Equity Inst

9.53 6.1 Mil

Vanguard Interm-Term Corp Bd ETF

9.20 5.8 Mil

iShares GNMA Bond ETF

8.58 5.4 Mil

iShares JP Morgan USD Em Mkts Bd ETF

6.55 4.2 Mil

Dws Central Cash Management Government Fund

5.85 3.7 Mil
Cash and Equivalents

Vanguard Total International Bond ETF

5.54 3.5 Mil

DWS High Income Inst

5.54 3.5 Mil

iShares iBoxx $ Invmt Grade Corp Bd ETF

4.97 3.2 Mil