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.
DWS Core Equity R6 SUWZX
- NAV / 1-Day Return 33.57 / +1.30 %
- Total Assets 4.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.480%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 0.93%
- Turnover 33%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0
Morningstar’s Analysis SUWZX
Will SUWZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.45 | 378.0 Mil | Technology |
Apple Inc | 6.67 | 298.5 Mil | Technology |
NVIDIA Corp | 3.27 | 146.2 Mil | Technology |
Amazon.com Inc | 3.22 | 144.1 Mil | Consumer Cyclical |
Alphabet Inc Class C | 3.05 | 136.6 Mil | Communication Services |
JPMorgan Chase & Co | 2.94 | 131.6 Mil | Financial Services |
Meta Platforms Inc Class A | 2.36 | 105.5 Mil | Communication Services |
Visa Inc Class A | 2.11 | 94.3 Mil | Financial Services |
Oracle Corp | 2.07 | 92.7 Mil | Technology |
Caterpillar Inc | 2.02 | 90.3 Mil | Industrials |