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Morningstar

DWS Multi-Asset Moderate Allocation S PPLSX

Morningstar Analyst Rating
Quantitative rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 9.02  /  0.44 %
  • Total Assets 21.8 Mil
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.68%
  • Turnover 67%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:14 PM GMT+00:00

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.

Summary

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Weakness in DWS Multi-Asset Moderate Allocation S's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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