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.
Fund Family DWS
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SUWCX
Share Class Class C
Index Russell 1000 TR USD
SUWCX had a total return of 12.94% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.41%.
