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DWS Core Equity A SUWAX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 31.99  /  −0.78 %
  • Total Assets 4.3 Bil
  • Adj. Expense Ratio
    0.820%
  • 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 0.58%
  • Turnover 33%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis SUWAX

Will SUWAX outperform in future?

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

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.

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Portfolio Holdings SUWAX

  • 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

Microsoft Corp

8.59 373.5 Mil
Technology

Apple Inc

7.27 316.2 Mil
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
Financial Services

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