Morningstar

DWS Multi-Asset Moderate Allocation S PPLSX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 10.31  /  +0.59 %
  • Total Assets 21.6 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 1.96%
  • Turnover 38%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PPLSX

Will PPLSX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PPLSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PPLSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PPLSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

DWS Multi-Asset Moderate Allocation S's Average People Pillar and Process 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.

by Morningstar Manager Research
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Portfolio Holdings PPLSX

More PPLSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 80.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DWS Core Equity Inst

31.92 6.8 Mil
—

iShares Core MSCI Europe ETF

9.06 1.9 Mil
—

Vanguard Interm-Term Corp Bd ETF

7.68 1.6 Mil
—

iShares GNMA Bond ETF

6.68 1.4 Mil
—

DWS Emerging Markets Equity Inst

5.72 1.2 Mil
—

iShares Core International Aggt Bd ETF

4.52 966,915
—

DWS High Income Inst

4.08 872,398
—

iShares 7-10 Year Treasury Bond ETF

3.80 812,944
—

DWS RREEF Global Infrastructure Inst

3.65 779,873
—

DWS RREEF Global Real Estate Secc Inst

3.40 726,348
—

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