SPDAX Mutual Fund

SPDAX Mutual Fund (DWS Multi-Asset Conservative Allocation Fund Class A) is managed by DWS with $23.6M in net assets. SPDAX expense ratio is 0.97%, holding 33 positions across sectors including Financials. Inception date: 2000-12-29.

SPDAX performance shows a YTD return of 2.27%. The 1-year return is 7.21% and the 5-year return is 2.72%. SPDAX dividend yield stands at 10.95%, paid quarterly.

SPDAX top holdings include Ishares Gnma Bond ETF (15.9%), Ishares Iboxx $ Investment Grade Corporate Bond ETF (14.2%), Dws Equity 500 Index Fund (12.8%), Dws High Income Fund Institutional (9.9%), ISHARES TR US TREAS BD ETF (9.9%). Go to all SPDAX holdings, SPDAX sectors, or SPDAX dividends.

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