DWS Core Equity Fund - Class C (SUWCX)
| Fund Assets | 4.45B |
| Expense Ratio | 1.59% |
| Min. Investment | $1,000 |
| Turnover | 18.00% |
| Dividend (ttm) | 2.82 |
| Dividend Yield | 8.54% |
| Dividend Growth | 116.18% |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 33.01 |
| YTD Return | 7.04% |
| 1-Year Return | 12.61% |
| 5-Year Return | 93.15% |
| 52-Week Low | 25.68 |
| 52-Week High | 35.33 |
| Beta (5Y) | 1.03 |
| Holdings | 97 |
| Inception Date | Dec 29, 2000 |
About SUWCX
The DWS Core Equity Fund - Class C is a mutual fund designed to offer investors a blend of long-term capital growth, current income, and growth of income. Its primary objective is to systematically allocate capital across primarily large-cap U.S. equities using a proprietary multi-factor investment strategy. The fund maintains diversification by investing at least 80% of its assets in equity securities, predominantly common stocks, and typically holds around 94 positions in its portfolio. Notably, it allocates significant weight to major U.S. technology and financial firms, with top holdings including Apple, Microsoft, NVIDIA, JPMorgan Chase, and Alphabet. With a total asset base of approximately $4 billion and an expense ratio of 1.59%, the fund seeks to provide steady returns through both price appreciation and semi-annual dividend distributions. Launched in December 2000, this fund serves as a core equity holding for investors seeking exposure to the large blend category, balancing growth prospects with income generation within the broader financial market.
Performance
SUWCX had a total return of 12.61% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.04%.
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 |
|---|---|---|
| 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 |