DWS Core Equity’s lead manager has taken strides to add differentiation here, but constraints continue to limit its appeal. This strategy’s vehicles include a fund and separately managed accounts.
DWS Core Equity Fund - Class A SUWAX
- NAV / 1-Day Return 38.28 / −2.79 %
- Total Assets 4.9B
-
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 0.41%
- Turnover 27%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:57 AM GMT+0
Morningstar’s Analysis SUWAX
Will SUWAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SUWAX 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 SUWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 8.90 | 389M | Technology |
Microsoft Corp | 6.70 | 292M | Technology |
NVIDIA Corp | 6.37 | 278M | Technology |
Alphabet Inc Class C | 5.45 | 238M | Communication Services |
Amazon.com Inc | 4.13 | 180M | Consumer Cyclical |
JPMorgan Chase & Co | 3.03 | 132M | Financial Services |
Meta Platforms Inc Class A | 2.20 | 96M | Communication Services |
AbbVie Inc | 2.03 | 88M | Healthcare |
Walmart Inc | 1.94 | 85M | Consumer Defensive |
Visa Inc Class A | 1.89 | 82M | Financial Services |
United States