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DWS Multi-Asset Moderate Allocation A (PLUSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.77+0.03 (+0.31%)
At close: 08:00PM EDT

DWS Multi-Asset Moderate Allocation A

Boston, MA 02110

345 Park Avenue

Dws Target Date Series

Management information
,Lead manager since 24 April 2023
Darwei Kung, Managing Director, has joined Deutsche Asset Management in 2006. Previously he has worked as a Director, Engineering and Business Development at Calpoint LLC from 2001-2004. He holds a BS and MS from University of Washington, Seattle; a MS and MBA from Carnegie Mellon University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--50% to 70% Equity
Fund familyDWS
Net assets21.19M
YTD return4.54%
Yield1.80%
Morningstar rating★★
Inception date31 Oct 2004

Fund operations

Last dividend0.18
Last cap gain22.00
Holdings turnover38.00%
Average for categoryN/A

Fees and expenses

ExpensePLUSXCategory average
Annual report expense ratio (net)1.06%0.84%
Prospectus net expense ratio1.06%N/A
Prospectus gross expense ratio1.77%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A