DWS Multi-Asset Moderate Allocation Fund (PLUSX) Alternatives
DWS Multi-Asset Moderate Allocation Fund (PLUSX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PLUSX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PLUSX
PLUSX charges 0.60% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PLUSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PLUSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PLUSX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PLUSX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | PLUSX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PLUSX vs BWBIX |
Best Risk-Adjusted Alternatives to PLUSX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | PLUSX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PLUSX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PLUSX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PLUSX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PLUSX vs PMAIX |
Top Performing PLUSX Alternatives (YTD)
PLUSX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | PLUSX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PLUSX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PLUSX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PLUSX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PLUSX vs CONWX |
Lowest Volatility Alternatives to PLUSX
PLUSX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | PLUSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PLUSX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PLUSX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PLUSX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PLUSX vs SICIX |
Lowest Drawdown Alternatives to PLUSX
PLUSX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | PLUSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PLUSX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PLUSX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PLUSX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PLUSX vs SICIX |
Other Mutual Funds from DWS
Most popular DWS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DWS Science and Technology Fund | Technology Equities | 37 | -12.14% | Sep 6, 1948 | PLUSX vs KTCAX | |
| DWS RREEF Real Assets Fund | Global Allocation | 82 | 8.70% | Jul 29, 2007 | PLUSX vs AAAZX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 40 | -7.39% | May 31, 1929 | PLUSX vs SCDGX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Diversified | 65 | -1.44% | May 7, 1996 | PLUSX vs SEMGX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 12 | -7.80% | Jul 22, 1986 | PLUSX vs SCOBX | |
| DWS Equity 500 Index Fund | Large Cap Blend Equities | 43 | -7.10% | Dec 31, 1992 | PLUSX vs BTIIX | |
| DWS CROCI International Fund | Foreign Large Cap Equities | 85 | 1.17% | Jun 17, 1953 | PLUSX vs SCINX | |
| DWS CROCI Equity Dividend Fd | Large Cap Value Equities | 10 | 1.39% | Mar 18, 1988 | PLUSX vs KDHAX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 9 | -14.32% | Jul 14, 2000 | PLUSX vs SCGSX | |
| DWS Global Macro Fund | Tactical Allocation | 73 | -1.25% | May 14, 1995 | PLUSX vs MGINX |
Often Compared With PLUSX
What investors most often compare with PLUSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Pioneer High Income Municipal Fund | High Yield Muni | 3 | -1.26% | Oct 15, 2006 | PLUSX vs HIMYX | |
| SPDR SSgA Global Allocation ETF | Diversified Portfolio, Actively Managed | 75 | 0.38% | Apr 25, 2012 | PLUSX vs GAL | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | PLUSX vs QBDSX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | PLUSX vs EKBAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | PLUSX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | PLUSX vs WWWEX |
Compare PLUSX with Any Fund or Stock
Compare PLUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.