DWS Core Equity Fund - Class C (SUWCX)

Fund Assets	3.94B
Expense Ratio	1.59%
Min. Investment	$1,000
Turnover	n/a
Dividend (ttm)	2.82
Dividend Yield	9.18%
Dividend Growth	116.18%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Dec 16, 2024

Previous Close	30.49
YTD Return	-0.36%
1-Year Return	6.23%
5-Year Return	101.80%
52-Week Low	25.68
52-Week High	35.33
Beta (5Y)	1.03
Holdings	96
Inception Date	Dec 29, 2000

About SUWCX

The Fund's investment strategy focuses on Growth & Income with 1.61% total expense ratio. The minimum amount to invest in Deutsche DWS Investment Trust: DWS Core Equity Fund; Class C Shares is $1,000 on a standard taxable account. Deutsche DWS Investment Trust: DWS Core Equity Fund; Class C Shares seeks long-term growth of capital, current income and growth of income. SUWCX invests at least 65% of total assets in equities, mainly common stocks. Although the Fund can invest in companies of any size and from any country, the Fund invests primarily in large U.S. companies.

• Category: Large Blend
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: SUWCX
• Share Class: Class C
• Index: Russell 1000 TR USD

Performance

SUWCX had a total return of 6.23% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.78%.

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%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
SUWZX	Class R6	0.48%
SCDGX	Class S	0.55%
SUWIX	Institutional Class	0.58%
SUWAX	Class A	0.82%

Top 10 Holdings

39.81% of assets

Name	Symbol	Weight
Apple Inc.	AAPL	8.90%
Microsoft Corporation	MSFT	7.76%
NVIDIA Corporation	NVDA	4.27%
JPMorgan Chase & Co.	JPM	3.71%
Amazon.com, Inc.	AMZN	3.42%
Alphabet Inc.	GOOG	3.23%
Meta Platforms, Inc.	META	2.41%
Visa Inc.	V	2.14%
AbbVie Inc.	ABBV	2.12%
Waste Management, Inc.	WM	1.86%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 16, 2024	$2.8205	Dec 17, 2024
Dec 15, 2023	$1.3047	Dec 18, 2023
Dec 15, 2022	$2.1522	Dec 16, 2022
Dec 15, 2021	$4.4467	Dec 16, 2021
Dec 15, 2020	$1.732	Dec 16, 2020
Sep 23, 2020	$0.013	Sep 24, 2020