Nasdaq - Delayed Quote USD

DWS Core Equity R6 (SUWZX)

32.94 -0.29 (-0.87%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 33.23
  • YTD Return 11.36%
  • Expense Ratio 0.56%
  • Category Large Blend
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 4.5B
  • Beta (5Y Monthly) 0.99
  • Yield 0.88%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.08
  • Inception Date Aug 19, 2002

Under normal circumstances, the fund invests at least 80% of total assets, determined at the time of purchase, in equities, mainly common stocks. Although the fund can invest in companies of any size and from any country, it invests primarily in large U.S. companies.

DWS

Fund Family

Large Blend

Fund Category

4.5B

Net Assets

2002-08-19

Inception Date

Performance Overview: SUWZX

Trailing returns as of 4/24/2024. Category is Large Blend.

YTD Return

SUWZX
11.36%
Category
14.84%
 

1-Year Return

SUWZX
31.18%
Category
40.47%
 

3-Year Return

SUWZX
12.19%
Category
16.77%
 

5-Year Return

SUWZX
14.62%
Category
16.15%
 

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Holdings: SUWZX

Top 10 Holdings (36.30% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 8.59%
AAPL
Apple Inc. 7.27%
AMZN
Amazon.com, Inc. 3.26%
NVDA
NVIDIA Corporation 2.96%
GOOG
Alphabet Inc. 2.90%
JPM
JPMorgan Chase & Co. 2.83%
META
Meta Platforms, Inc. 2.46%
V
Visa Inc. 2.21%
ORCL
Oracle Corporation 1.90%
CAT
Caterpillar Inc. 1.90%

Sector Weightings

SectorSUWZX
Technology   28.10%
Healthcare   12.94%
Industrials   10.23%
Energy   3.33%
Real Estate   3.02%
Utilities   1.86%

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