DWS Core Equity Fund - Class A (SUWAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

40.22

-0.45 (-1.11%)

At close: Oct 14, 2026

Fund Assets	4.99B
Expense Ratio	0.82%
Min. Investment	$1,000
Turnover	27.00%
Dividend (ttm)	0.13
Dividend Yield	0.31%
Dividend Growth	-32.44%
Payout Frequency	Quarterly
Ex-Dividend Date	Sep 23, 2026

Previous Close	40.67
YTD Return	13.98%
1-Year Return	17.49%
5-Year Return	80.34%
52-Week Low	32.66
52-Week High	40.81
Beta (5Y)	1.03
Holdings	98
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.

Fund Family DWS

Category Large Blend

Performance Rating Average

Risk Rating Above Average

Stock Exchange Nasdaq

Ticker Symbol SUWAX

Share Class Class A

Index Russell 1000 TR USD

Performance

SUWAX had a total return of 17.49% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.86%.

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 App Adm	0.05%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
SUWZX	Class R6	0.49%
SCDGX	Class S	0.55%
SUWIX	Institutional Class	0.58%
SUWCX	Class C	1.60%

Top 10 Holdings

46.88% of assets

Name	Symbol	Weight
Apple Inc.	AAPL	9.06%
Microsoft Corporation	MSFT	7.27%
NVIDIA Corporation	NVDA	6.34%
Alphabet Inc.	GOOG	5.86%
Amazon.com, Inc.	AMZN	4.98%
Micron Technology, Inc.	MU	3.21%
JPMorgan Chase & Co.	JPM	3.14%
Advanced Micro Devices, Inc.	AMD	2.78%
Broadcom Inc.	AVGO	2.22%
AbbVie Inc.	ABBV	2.02%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 23, 2026	$0.0269	Sep 24, 2026
Jun 23, 2026	$0.0306	Jun 24, 2026
Mar 24, 2026	$0.0209	Mar 25, 2026
Dec 15, 2025	$3.6029	Dec 16, 2025
Sep 23, 2025	$0.0551	Sep 24, 2025
Jun 23, 2025	$0.0509	Jun 24, 2025

Full Dividend History