PLUSX Mutual Fund

PLUSX Mutual Fund (DWS Multi-Asset Moderate Allocation Fund Class A) is managed by DWS with $15.6M in net assets. PLUSX expense ratio is 0.99%, holding 31 positions across sectors including Financials. Inception date: 2004-11-01.

PLUSX performance shows a YTD return of 6.62%. The 1-year return is 14.13% and the 5-year return is 5.17%. PLUSX dividend yield stands at 2.53%, paid annually.

PLUSX top holdings include Dws Equity 500 Index Fund (37.0%), Vanguard Interm-term Corp Bd Etf (8.7%), Ishares Gnma Bond ETF (7.2%), Dws Emerging Markets Equity Fund 'institutional' (6.5%), Ishares Core Msci Europe ETF (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.