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DWS Multi-Asset Moderate Allocation A (PLUSX)

7.23
-0.08
(-1.09%)
At close: 8:02:26 PM EDT
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  • Previous Close 7.31
  • YTD Return -0.56%
  • Expense Ratio 1.03%
  • Category --
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 20.27M
  • Beta (5Y Monthly) 1.00
  • Yield 2.27%
  • 5y Average Return --
  • Holdings Turnover 52.00%
  • Last Dividend 0.22
  • 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

--

Fund Category

20.27M

Net Assets

2004-11-01

Inception Date

Performance Overview: PLUSX

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Trailing returns as of 5/20/2025.

YTD Return

PLUSX
0.56%
Category
0.00%
 

1-Year Return

PLUSX
7.26%
Category
0.00%
 

3-Year Return

PLUSX
5.13%
Category
0.00%
 

5-Year Return

PLUSX
7.42%
Category
0.00%
 

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Holdings: PLUSX

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Sector Weightings

SectorPLUSX
Technology   24.08%
Healthcare   9.50%
Industrials   8.84%
Real Estate   8.20%
Energy   5.35%
Utilities   4.27%

Recent News: PLUSX

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Research Reports: PLUSX

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