DWS Core Equity Fund - Class R6 (SUWZX)
| Fund Assets | 4.63B |
| Expense Ratio | 0.48% |
| Min. Investment | $1,000,000 |
| Turnover | 27.00% |
| Dividend (ttm) | 3.87 |
| Dividend Yield | 11.62% |
| Dividend Growth | 24.00% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Mar 24, 2026 |
| Previous Close | 33.32 |
| YTD Return | -7.38% |
| 1-Year Return | 14.75% |
| 5-Year Return | 64.98% |
| 52-Week Low | 28.57 |
| 52-Week High | 40.03 |
| Beta (5Y) | n/a |
| Holdings | 95 |
| 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 14.75% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.09%.
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
43.88% of assets| Name | Symbol | Weight |
|---|---|---|
| Apple Inc. | AAPL | 8.54% |
| Microsoft Corporation | MSFT | 7.30% |
| NVIDIA Corporation | NVDA | 6.54% |
| Alphabet Inc. | GOOG | 6.03% |
| Amazon.com, Inc. | AMZN | 4.00% |
| JPMorgan Chase & Co. | JPM | 2.96% |
| Meta Platforms, Inc. | META | 2.58% |
| Walmart Inc. | WMT | 2.05% |
| AbbVie Inc. | ABBV | 1.95% |
| Micron Technology, Inc. | MU | 1.94% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Mar 24, 2026 | $0.0511 | Mar 25, 2026 |
| Dec 15, 2025 | $3.6652 | Dec 16, 2025 |
| Sep 23, 2025 | $0.0777 | Sep 24, 2025 |
| Jun 23, 2025 | $0.0783 | Jun 24, 2025 |
| Mar 24, 2025 | $0.058 | Mar 25, 2025 |
| Dec 16, 2024 | $2.9048 | Dec 17, 2024 |