DWS named Hiten Shah comanager on DWS Core Equity on May 15, 2024. He replaces Arno Puskar, who retired from the firm. Puskar’s portfolio construction duties were assumed by Shah, lead manager Pankaj Bhatnagar, and analyst Izzy Kuo, who had been supporting Puskar in the squad’s team-based approach. Shah handles portfolio construction for a sibling strategy, DWS ESG Core, where he’s been a manager since February 2020. He’s been with the team since 2017 and has about two decades of industry experience. The firm is searching for a new supporting member of the investment team. Because of the team-based approach and the fact that the remaining members are sufficiently experienced, Puskar’s retirement doesn’t change the strategy’s Average People rating, nor its Morningstar Medalist Ratings.
DWS Core Equity A SUWAX
- NAV / 1-Day Return 34.81 / +1.43 %
- Total Assets 4.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.820%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.56%
- Turnover 33%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis SUWAX
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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 37.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.35 | 370.1 Mil | Technology |
Apple Inc | 7.49 | 332.1 Mil | Technology |
NVIDIA Corp | 3.97 | 176.1 Mil | Technology |
Alphabet Inc Class C | 3.49 | 154.9 Mil | Communication Services |
JPMorgan Chase & Co | 2.98 | 132.1 Mil | Financial Services |
Amazon.com Inc | 2.75 | 121.8 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.27 | 100.6 Mil | Communication Services |
Visa Inc Class A | 2.06 | 91.3 Mil | Financial Services |
Qualcomm Inc | 2.00 | 88.6 Mil | Technology |
Oracle Corp | 1.94 | 85.8 Mil | Technology |