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DWS Multi-Asset Moderate Allocation C (PLSCX)

9.74 -0.02 (-0.20%)
At close: 6:45 PM EDT
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DELL
  • Previous Close 9.76
  • YTD Return 4.31%
  • Expense Ratio 1.06%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 22.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 21.19M
  • Beta (5Y Monthly) 1.01
  • Yield 1.07%
  • 5y Average Return --
  • Holdings Turnover 38.00%
  • Last Dividend 0.11
  • Inception Date Nov 1, 2004

The fund seeks to achieve its objective by investing in a broad range of both traditional asset classes (such as equity and fixed income investments) and alternative asset classes (such as real estate, infrastructure, convertibles, commodities, currencies and absolute return strategies). It invests between 50% and 70% of assets in equity securities, including investments in underlying funds that invest primarily in equity securities, and between 30% and 50% of assets in fixed income securities, including investments in underlying funds that invest primarily in fixed income securities.

DWS

Fund Family

Allocation--50% to 70% Equity

Fund Category

21.19M

Net Assets

2004-11-01

Inception Date

Performance Overview: PLSCX

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Trailing returns as of 6/27/2024. Category is Allocation--50% to 70% Equity.

YTD Return

PLSCX
4.31%
Category
9.69%
 

1-Year Return

PLSCX
14.15%
Category
27.06%
 

3-Year Return

PLSCX
1.21%
Category
11.00%
 

5-Year Return

PLSCX
5.82%
Category
10.26%
 

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Holdings: PLSCX

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Top 10 Holdings (81.37% of Total Assets)

SymbolCompany% Assets
SUWIX
DWS Core Equity Inst 34.23%
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares 7.29%
GNMA
iShares GNMA Bond ETF 6.75%
IEUR
iShares Core MSCI Europe ETF 6.09%
SSLCX
DWS Small Cap Core S 5.50%
SEKIX
DWS Emerging Markets Equity Inst 5.13%
IAGG
iShares Core International Aggregate Bond ETF 4.52%
IEF
iShares 7-10 Year Treasury Bond ETF 4.03%
EWJ
iShares MSCI Japan ETF 3.99%
RRGIX
DWS RREEF Global Real Estate Secc Inst 3.85%

Sector Weightings

SectorPLSCX
Technology   19.78%
Industrials   11.04%
Real Estate   10.80%
Healthcare   10.26%
Energy   5.42%
Utilities   4.03%

Recent News: PLSCX

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Research Reports: PLSCX

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