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 C SUWCX
- NAV / 1-Day Return 34.49 / +1.74 %
- Total Assets 4.8B
-
Adj. Expense Ratio
1.600%
- Expense Ratio 1.600%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 27%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 2:15 AM GMT+0
Morningstar’s Analysis SUWCX
Will SUWCX 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 SUWCX 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 SUWCX’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 45.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 8.70 | 416M | Technology |
Microsoft Corp | 6.74 | 322M | Technology |
NVIDIA Corp | 6.66 | 318M | Technology |
Alphabet Inc Class C | 6.62 | 317M | Communication Services |
Amazon.com Inc | 5.14 | 246M | Consumer Cyclical |
JPMorgan Chase & Co | 2.95 | 141M | Financial Services |
Micron Technology Inc | 2.36 | 113M | Technology |
Advanced Micro Devices Inc | 2.18 | 104M | Technology |
Broadcom Inc | 2.18 | 104M | Technology |
Walmart Inc | 1.88 | 90M | Consumer Defensive |
United States