DWS Core Equity Fund - Class Inst (SUWIX)
| Fund Assets | 3.94B |
| Expense Ratio | 0.58% |
| Min. Investment | $1,000,000 |
| Turnover | n/a |
| Dividend (ttm) | 3.09 |
| Dividend Yield | 10.46% |
| Dividend Growth | 94.04% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Mar 24, 2025 |
| Previous Close | 30.30 |
| YTD Return | -13.76% |
| 1-Year Return | -2.27% |
| 5-Year Return | 88.89% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 94 |
| Inception Date | Aug 19, 2002 |
About SUWIX
The Fund's investment strategy focuses on Growth & Income with 0.57% total expense ratio. The minimum amount to invest in Deutsche DWS Investment Trust: DWS Core Equity Fund; Institional Class Shares is $1,000,000 on a standard taxable account. Deutsche DWS Investment Trust: DWS Core Equity Fund; Institional Class Shares seeks long-term growth of capital, current income and growth of income. SUWIX 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.
Performance
SUWIX had a total return of -2.27% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.71%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| VTCIX | Vanguard | Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares | 0.06% |
Top 10 Holdings
41.43% of assets| Name | Symbol | Weight |
|---|---|---|
| Apple Inc. | AAPL | 9.01% |
| Microsoft Corporation | MSFT | 7.64% |
| NVIDIA Corporation | NVDA | 5.17% |
| JPMorgan Chase & Co. | JPM | 3.72% |
| Amazon.com, Inc. | AMZN | 3.55% |
| Alphabet Inc. | GOOG | 3.31% |
| Visa Inc. | V | 2.62% |
| Meta Platforms, Inc. | META | 2.59% |
| AbbVie Inc. | ABBV | 1.97% |
| Ameriprise Financial, Inc. | AMP | 1.84% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Mar 24, 2025 | $0.0509 | Mar 25, 2025 |
| Dec 16, 2024 | $2.8982 | Dec 17, 2024 |
| Sep 23, 2024 | $0.0734 | Sep 24, 2024 |
| Jun 21, 2024 | $0.0722 | Jun 24, 2024 |
| Mar 21, 2024 | $0.070 | Mar 22, 2024 |
| Dec 15, 2023 | $1.3773 | Dec 18, 2023 |