DWS Core Equity Fund - Class R6 (SUWZX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
31.65
+0.14 (0.44%)
Apr 25, 2025, 4:00 PM EDT
-4.75% (1Y)
Fund Assets | 4.03B |
Expense Ratio | 0.48% |
Min. Investment | $0.00 |
Turnover | n/a |
Dividend (ttm) | 3.12 |
Dividend Yield | 9.87% |
Dividend Growth | 92.63% |
Payout Frequency | Quarterly |
Ex-Dividend Date | Mar 24, 2025 |
Previous Close | 31.51 |
YTD Return | -7.62% |
1-Year Return | 3.50% |
5-Year Return | 100.11% |
52-Week Low | n/a |
52-Week High | n/a |
Beta (5Y) | n/a |
Holdings | 94 |
Inception Date | Aug 25, 2014 |
About SUWZX
The Fund's investment strategy focuses on Growth & Income with 0.49% total expense ratio. Deutsche DWS Investment Trust: DWS Core Equity Fund; Class R6 Shares seeks long-term growth of capital, current income and growth of income. SUWZX 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 Above Average
Stock Exchange NASDAQ
Ticker Symbol SUWZX
Share Class Class R6
Index Russell 1000 TR USD
Performance
SUWZX had a total return of 3.50% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.57%.
Top 10 Holdings
41.43% of assetsName | 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 | $0.058 | Mar 25, 2025 |
Dec 16, 2024 | $2.9048 | Dec 17, 2024 |
Sep 23, 2024 | $0.0807 | Sep 24, 2024 |
Jun 21, 2024 | $0.0792 | Jun 24, 2024 |
Mar 21, 2024 | $0.0768 | Mar 22, 2024 |
Dec 15, 2023 | $1.3837 | Dec 18, 2023 |