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%
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%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
SCDGX Class S 0.55%
SUWIX Institutional Class 0.58%
SUWAX Class A 0.82%
SUWCX Class C 1.59%

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%
View More Holdings

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
Full Dividend History