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Morningstar

DWS Core Equity Inst SUWIX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 32.91  /  −0.69 %
  • Total Assets 4.3 Bil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.81%
  • Turnover 33%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 PM GMT+0

Morningstar’s Analysis SUWIX

Will SUWIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SUWIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SUWIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SUWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Taking steps to boost return.

Analyst Drew Carter

Drew Carter

Analyst

Summary

DWS Core Equity’s experienced quantitative manager has made two adjustments that aim to boost performance without adding market exposure; while both moves could make its performance profile more distinctive, they add risks in the near term.

by Drew Carter
Rated on Published on

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Portfolio Holdings SUWIX

More SUWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Technology

Apple Inc

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Technology

Amazon.com Inc

3.26 141.9 Mil
Consumer Cyclical

NVIDIA Corp

2.96 128.7 Mil
Technology

Alphabet Inc Class C

2.90 126.0 Mil
Communication Services

JPMorgan Chase & Co

2.83 122.8 Mil
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Meta Platforms Inc Class A

2.46 107.0 Mil
Communication Services

Visa Inc Class A

2.21 95.9 Mil
Financial Services

Oracle Corp

1.90 82.8 Mil
Technology

Caterpillar Inc

1.90 82.7 Mil
Industrials