DWS Core Equity Fund - Class Inst (SUWIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

41.14

-0.46 (-1.11%)

At close: Oct 14, 2026

Fund Assets	4.99B
Expense Ratio	0.605%
Min. Investment	$1,000,000
Turnover	27.00%
Dividend (ttm)	0.22
Dividend Yield	0.54%
Dividend Growth	-19.99%
Payout Frequency	Quarterly
Ex-Dividend Date	Sep 23, 2026

Previous Close	41.60
YTD Return	15.35%
1-Year Return	20.87%
5-Year Return	85.01%
52-Week Low	33.40
52-Week High	41.75
Beta (5Y)	1.03
Holdings	98
Inception Date	Aug 19, 2002

About SUWIX

DWS Core Equity Fund – Institutional Class is a U.S. equity mutual fund that primarily seeks long-term capital growth, with an emphasis also on current income and income growth. The fund allocates at least 80% of its assets to equity securities, with a core investment focus on large-cap U.S. companies, aiming to provide diversified exposure to established American businesses. It employs a large blend investment strategy, typically balancing growth and value stocks to achieve its objectives. Designed for qualified institutions, this institutional share class offers access to a broadly diversified portfolio managed by experienced professionals, with no 12b-1 fees and a competitive expense ratio. DWS Core Equity Fund – Institutional Class is positioned as a foundational investment holding for institutions seeking participation in the U.S. large-cap equity market, and its managers strive to deliver consistent, risk-adjusted returns over time by blending various industry sectors and styles. With significant assets under management, the fund holds a notable presence among institutional mutual fund offerings in the U.S. equity space.

Fund Family DWS

Category Large Blend

Performance Rating Average

Risk Rating Above Average

Stock Exchange Nasdaq

Ticker Symbol SUWIX

Share Class Institutional Class

Index Russell 1000 TR USD

Performance

SUWIX had a total return of 20.87% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.13%.

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 App I	0.03%

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%
SUWAX	Class A	0.82%
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	$0.0526	Sep 24, 2026
Jun 23, 2026	$0.0557	Jun 24, 2026
Mar 24, 2026	$0.0433	Mar 25, 2026
Dec 15, 2025	$3.6261	Dec 16, 2025
Sep 23, 2025	$0.077	Sep 24, 2025
Jun 23, 2025	$0.0731	Jun 24, 2025

Full Dividend History