DWS Core Equity Fund - Class A (SUWAX)
| Fund Assets | 4.45B |
| Expense Ratio | 0.82% |
| Min. Investment | $1,000 |
| Turnover | 18.00% |
| Dividend (ttm) | 3.00 |
| Dividend Yield | 7.84% |
| Dividend Growth | 99.38% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Jun 23, 2025 |
| Previous Close | 35.95 |
| YTD Return | 7.39% |
| 1-Year Return | 13.39% |
| 5-Year Return | 100.55% |
| 52-Week Low | 28.04 |
| 52-Week High | 38.30 |
| Beta (5Y) | n/a |
| Holdings | 97 |
| Inception Date | Aug 2, 1999 |
About SUWAX
DWS Core Equity Fund - Class A is a mutual fund designed to provide investors with a diversified exposure to large-cap U.S. equities, primarily targeting companies with market capitalizations similar to those in the S&P 500. The fund’s primary function is to seek long-term capital appreciation by investing in a core portfolio of established, large-cap companies, blending both growth and value investment styles to balance risk and return. The portfolio maintains a focus on quality and sector diversification, often targeting industries such as technology, healthcare, financials, and consumer staples, which are fundamental to the broader U.S. economy. Notable features include active management by an experienced team, a robust risk management approach, and a low distribution fee, making it suitable for investors seeking steady growth with moderate volatility. As a staple in the large blend category, DWS Core Equity Fund - Class A plays a significant role in the mutual fund landscape by offering broad-based equity market exposure to investors who prefer the benefits of professional management and portfolio diversification.
Performance
SUWAX had a total return of 13.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.37%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| VTCLX | Vanguard | Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 0.09% |
Top 10 Holdings
42.12% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 9.28% |
| Apple Inc. | AAPL | 7.84% |
| NVIDIA Corporation | NVDA | 5.18% |
| JPMorgan Chase & Co. | JPM | 3.89% |
| Amazon.com, Inc. | AMZN | 3.59% |
| Alphabet Inc. | GOOG | 3.48% |
| Meta Platforms, Inc. | META | 2.63% |
| Visa Inc. | V | 2.41% |
| Walmart Inc. | WMT | 1.92% |
| Waste Management, Inc. | WM | 1.89% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jun 23, 2025 | $0.0509 | Jun 24, 2025 |
| Mar 24, 2025 | $0.0308 | Mar 25, 2025 |
| Dec 16, 2024 | $2.8711 | Dec 17, 2024 |
| Sep 23, 2024 | $0.0486 | Sep 24, 2024 |
| Jun 21, 2024 | $0.0482 | Jun 24, 2024 |
| Mar 21, 2024 | $0.0468 | Mar 22, 2024 |