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Morningstar

DWS Core Equity Inst SUWIX

Morningstar Analyst Rating
Analyst rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 28.20  /  1.15 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    0.570%
  • Expense Ratio 0.560%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.86%
  • Turnover 28%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis SUWIX

Will SUWIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SUWIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SUWIX 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 SUWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Constraints and a lean team limit this strategy’s appeal.

Analyst

Summary

| by Drew Carter

DWS Core Equity's lean team and constrained approach limit its appeal, earning it a Morningstar Analyst Rating of Neutral across all share classes.

Unlock our full analysis with Morningstar Investor