PLUSX Mutual Fund

PLUSX Mutual Fund (DWS Multi-Asset Moderate Allocation Fund Class A) is managed by DWS with $14.2M in net assets. PLUSX expense ratio is 0.99%, holding 25 positions across sectors including Financials. Inception date: 2004-11-01.

PLUSX performance shows a YTD return of 5.85%. The 1-year return is 7.07% and the 5-year return is 3.12%. PLUSX dividend yield stands at 2.54%, paid annually.

PLUSX top holdings include Dws Equity 500 Index Fund (42.3%), Vanguard Intermediate-term Corporate Bond Etf (7.1%), Ishares Gnma Bond ETF (6.5%), Dws High Income Fund Institutional (6.4%), Dws Emerging Markets Equity Inst (4.9%). Go to all PLUSX holdings, PLUSX sectors, or PLUSX dividends.

PLUSX can be compared against other funds. Use PLUSX overlap to find shared positions, or PLUSX vs another fund for a side-by-side view. PLUSX alternatives are available via the screener, along with tax-loss harvesting opportunities.