SUWCX Mutual Fund

SUWCX Mutual Fund

NAV$36.24
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Fund Essentials - as of Mar 31, 2026

Net Assets
$15M
Expense Ratio
1.60%
Dividend Yield (Current)
10.04%
Holdings
97
Inception Date
Dec 29, 2000
Fund Family
DWS
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.95%
1 Year+19.46%
3 Year+16.77%
5 Year+10.87%
10 Year+13.02%

Asset Allocation

Stocks: 98.92%
Bonds: 0.11%
Cash: 0.94%
Other: 0.02%
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Top Holdings

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TickerNameWeight
AAPLApple, Inc8.90%
MSFTMicrosoft Corp6.69%
NVDANvidia Corp.6.37%
GOOGAlphabet Inc. C5.45%
AMZNAmazon.Com Inc4.13%
Top 10 Concentration: 42.62%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
10.04%
Frequency
Annually
Latest Distribution
$4.45
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SUWCX Mutual Fund Overview

SUWCX Mutual Fund (DWS Core Equity Fund Class C) is managed by DWS with $15.3M in net assets. SUWCX expense ratio is 1.60%, holding 97 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2000-12-29.

SUWCX performance shows a YTD return of 9.95%. The 1-year return is 19.46% and the 5-year return is 10.87%. SUWCX dividend yield stands at 10.04%, paid annually.

SUWCX top holdings include Apple, Inc (8.9%), Microsoft Corp (6.7%), Nvidia Corp. (6.4%), Alphabet Inc. C (5.5%), Amazon.Com Inc (4.1%). Go to all SUWCX holdings, SUWCX sectors, or SUWCX dividends.

SUWCX can be compared against other funds. Use SUWCX overlap to find shared positions, or SUWCX vs another fund for a side-by-side view. SUWCX alternatives are available via the screener, along with tax-loss harvesting opportunities.