SUWCX Mutual Fund

SUWCX Mutual Fund

NAV$36.13
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Fund Essentials - as of Jun 30, 2026

Net Assets
$15M
Expense Ratio
1.60%
Dividend Yield (Current)
9.74%
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+16.79%
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, Inc8.59%
NVDANvidia Corp6.40%
MSFTMicrosoft Corp5.91%
GOOGAlphabet Inc5.87%
MUMicron Technology, Inc.4.56%
Top 10 Concentration: 46.37%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
9.74%
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 $14.9M in net assets. SUWCX expense ratio is 1.60%, holding 97 positions across sectors including Information Technology, Financials, Consumer Discretionary. 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 9.74%, paid annually.

SUWCX top holdings include Apple, Inc (8.6%), Nvidia Corp (6.4%), Microsoft Corp (5.9%), Alphabet Inc (5.9%), Micron Technology, Inc. (4.6%). 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.