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 a closer substitute for your current allocation.
Cheapest Alternatives to PLUSX
PLUSX charges 0.60% annually. There are 232 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | PLUSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PLUSX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | PLUSX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PLUSX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | PLUSX vs VTMFX |
Best Risk-Adjusted Alternatives to PLUSX
PLUSX has a PortfoliosLab risk / return rank of 63. There are 232 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | PLUSX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | PLUSX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | PLUSX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | PLUSX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | PLUSX vs AOBLX |
Top Performing PLUSX Alternatives (YTD)
PLUSX is at 8.29% YTD. There are 184 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | PLUSX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | PLUSX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | PLUSX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | PLUSX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | PLUSX vs TIBIX |
Lowest Volatility Alternatives to PLUSX
PLUSX has 8.85% 1-year volatility. There are 300 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | PLUSX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | PLUSX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | PLUSX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | PLUSX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | PLUSX vs CSTAX |
Lowest Drawdown Alternatives to PLUSX
PLUSX has a 1-year max drawdown of -6.63%. There are 308 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | PLUSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PLUSX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PLUSX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PLUSX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PLUSX vs CSTAX |
Other Mutual Funds from DWS
The 10 most viewed DWS mutual funds shown here include AAAAX, KTCAX, AAAZX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DWS RREEF Real Assets Fund - Class A | Diversified Portfolio | 51 | 8.90% | — | Jul 2007 | PLUSX vs AAAAX | |
| DWS Science and Technology Fund | Technology Equities | 47 | 22.08% | — | Sep 1948 | PLUSX vs KTCAX | |
| DWS RREEF Real Assets Fund | Global Allocation | 53 | 9.15% | — | Jul 2007 | PLUSX vs AAAZX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 56 | 10.66% | — | May 1929 | PLUSX vs SCDGX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Diversified | 77 | 29.18% | — | May 1996 | PLUSX vs SEMGX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 14 | 7.41% | — | Jul 1986 | PLUSX vs SCOBX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 9 | 4.27% | — | Jul 2000 | PLUSX vs SCGSX | |
| DWS S&P 500 Index Fund | S&P 500 | 61 | 10.91% | — | Aug 1997 | PLUSX vs SCPIX | |
| DWS Global High Income Fund | High Yield Bonds | 75 | 1.84% | — | Mar 1998 | PLUSX vs MGHYX | |
| DWS Equity 500 Index Fund | Large Cap Blend Equities | 64 | 11.19% | — | Dec 1992 | PLUSX vs BTIIX |
Often Compared With PLUSX
Investors most often compare PLUSX with HIMYX, GAL, SCINX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PLUSX with Any Fund or Stock
Compare PLUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLUSX with funds that move differently
DWS Multi-Asset Moderate Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLUSX.
Explore PLUSX Diversifiers