PLUSX Mutual Fund

PLUSX Mutual Fund

NAV$8.55
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Showing the top 10 of 31 holdings · as of Feb 28, 2026
Top 10 weight
81.81%
PLUSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BTIIX
Dws Equity 500 Index Fund
37.01%		37.0%50,536$8.34M--
2
VCIT
Vanguard Interm-term Corp Bd Etf
8.68%		45.7%23,076$1.95M--
3DebtIshares Gnma Bond ETF
7.16%		52.8%35,639$1.61M--
4
SEKIX
Dws Emerging Markets Equity Fund 'institutional'
6.51%		59.4%55,265$1.47M--
5
IEUR
Ishares Core Msci Europe ETF
4.88%		64.2%14,379$1.10M--
6
GOVT
Ishares Tr US Treas Bd ETFFinancials · Capital Markets
4.80%		69.0%46,271$1.08MFinancialsCapital Markets
7
KHYIX
Dws High Income Fund Institutional
4.32%		73.4%217,071$972.5K--
8DebtIshares JP Morgan USD Emerging Markets Bond ETF
3.28%		76.6%7,554$738.3K--
9
SSLCX
Dws Small Cap Core Fund S
2.60%		79.2%10,778$585.4K--
10
IAGG
Ishares Core International Aggregate Bnd EtFinancials · Capital Markets
2.57%		81.8%11,370$578.3KFinancialsCapital Markets
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Themes in the top 10
Interest Rates

PLUSX Mutual Fund Top Holdings

PLUSX holdings top 10 positions. The top 10 holdings account for 81.8% of the fund, led by Dws Equity 500 Index Fund at 37.0%, Vanguard Interm-term Corp Bd Etf at 8.7%, Ishares Gnma Bond ETF at 7.2%.

PLUSX portfolio concentration is relatively high, with the top 10 representing 81.8% of total assets. The largest sector exposure is Financials at 12.1%.

PLUSX sectors provide a detailed breakdown. PLUSX overlap shows how holdings compare to other funds in your portfolio.