DWS Core Equity Fund - Class R6 (SUWZX)
| Fund Assets | 4.45B |
| Expense Ratio | 0.48% |
| Min. Investment | $2,500 |
| Turnover | 18.00% |
| Dividend (ttm) | 3.12 |
| Dividend Yield | 8.49% |
| Dividend Growth | 92.53% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Jun 23, 2025 |
| Previous Close | 36.76 |
| YTD Return | 6.14% |
| 1-Year Return | 11.31% |
| 5-Year Return | 99.12% |
| 52-Week Low | 28.57 |
| 52-Week High | 38.99 |
| Beta (5Y) | n/a |
| Holdings | 97 |
| Inception Date | Aug 25, 2014 |
About SUWZX
DWS Core Equity Fund - Class R6 is a mutual fund designed to provide investors with diversified exposure to the U.S. large-cap equity market. Its primary function is to pursue long-term growth of capital, as well as current and growing income, by investing at least 80% of its total assets in equities of large, well-established U.S. companies. The fund employs a systematic investment approach that leverages fundamental alpha factors to select holdings, aiming to balance risk and reward across sectors and market conditions. Notable features include a focus on core large-cap stocks, aiming for consistent returns and stable performance within the context of broad market movements. The fund’s top ten holdings typically represent a significant portion of assets, reflecting its targeted investment style. DWS Core Equity Fund - Class R6 plays a critical role in diversified portfolios, serving investors who seek broad market participation, disciplined stock selection, and a combination of capital appreciation and income potential within the U.S. equity market.
Performance
SUWZX had a total return of 11.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.74%.
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 |
|---|---|---|
| Jun 23, 2025 | $0.0783 | Jun 24, 2025 |
| 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 |