DWS Equity Sector Strategy Fund (SUPCX)
| Fund Assets | 90.90M |
| Expense Ratio | 1.48% |
| Min. Investment | $1,000 |
| Turnover | 28.00% |
| Dividend (ttm) | 0.03 |
| Dividend Yield | 0.14% |
| Dividend Growth | -62.86% |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 31, 2024 |
| Previous Close | 20.30 |
| YTD Return | 13.18% |
| 1-Year Return | 16.42% |
| 5-Year Return | 77.41% |
| 52-Week Low | 15.55 |
| 52-Week High | 20.36 |
| Beta (5Y) | n/a |
| Holdings | 239 |
| Inception Date | Dec 29, 2000 |
About SUPCX
DWS Equity Sector Strategy Fund Class C is an actively managed mutual fund that seeks to maximize total return by investing primarily in equities that comprise the S&P 500 Index. The fund's strategy centers on sector and industry allocation, where it overweights or underweights sectors based on macroeconomic views and industry analysis from the DWS Chief Investment Office. This approach allows the fund to pursue returns that aim to exceed its benchmark by leveraging economic forecasts and market insights. The portfolio contains a broad selection of large-cap U.S. stocks, with notable concentrations in sectors like Information Technology, Financials, and Health Care. As of the most recent reporting period, key holdings include major names such as Apple, Microsoft, Alphabet, Amazon.com, and NVIDIA. The fund maintains diversification with exposure to all primary S&P 500 sectors, though its active tilts reflect current economic outlooks and strategic sector bets. DWS Equity Sector Strategy Fund Class C offers investors exposure to the largest U.S. companies with an active layer of sector rotation, serving as a core equity holding for those seeking potential outperformance driven by sector allocation decisions within the large-cap U.S. market.
Performance
SUPCX had a total return of 16.42% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.22%.
Top 10 Holdings
42.82% of assets| Name | Symbol | Weight |
|---|---|---|
| DWS Central Cash Management Government Fund | n/a | 9.02% |
| Microsoft Corporation | MSFT | 7.27% |
| NVIDIA Corporation | NVDA | 5.69% |
| Apple Inc. | AAPL | 5.24% |
| Amazon.com, Inc. | AMZN | 3.84% |
| Meta Platforms, Inc. | META | 2.96% |
| Alphabet Inc. | GOOGL | 2.54% |
| Energy Select Sector SPDR Fund | n/a | 2.23% |
| Alphabet Inc. | GOOG | 2.13% |
| JPMorgan Chase & Co. | JPM | 1.92% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 31, 2024 | $0.0051 | Jan 3, 2025 |
| Dec 12, 2024 | $0.0242 | Dec 13, 2024 |
| Dec 29, 2023 | $0.0109 | Jan 2, 2024 |
| Dec 13, 2023 | $0.068 | Dec 14, 2023 |
| Dec 30, 2022 | $0.0055 | Jan 3, 2023 |
| Dec 13, 2022 | $0.0937 | Dec 14, 2022 |