DWS Core Equity R6 (SUWZX)
| Fund Assets | 4.89B |
| Expense Ratio | 0.49% |
| Min. Investment | $1,000,000 |
| Turnover | 27.00% |
| Dividend (ttm) | 3.86 |
| Dividend Yield | 9.78% |
| Dividend Growth | 23.54% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Jun 23, 2026 |
| Previous Close | 39.34 |
| YTD Return | 9.36% |
| 1-Year Return | 21.20% |
| 5-Year Return | 74.47% |
| 52-Week Low | 33.32 |
| 52-Week High | 40.34 |
| Beta (5Y) | 1.03 |
| 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 21.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.42%.
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% |
Top 10 Holdings
48.47% of assets| Name | Symbol | Weight |
|---|---|---|
| Apple Inc. | AAPL | 9.43% |
| Microsoft Corporation | MSFT | 7.01% |
| NVIDIA Corporation | NVDA | 6.64% |
| Alphabet Inc. | GOOG | 6.15% |
| Amazon.com, Inc. | AMZN | 4.94% |
| Micron Technology, Inc. | MU | 4.18% |
| Advanced Micro Devices, Inc. | AMD | 3.00% |
| JPMorgan Chase & Co. | JPM | 2.66% |
| Broadcom Inc. | AVGO | 2.54% |
| Oracle Corporation | ORCL | 1.94% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jun 23, 2026 | $0.0626 | Jun 24, 2026 |
| 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 |