SUWCX Mutual Fund

SUWCX Mutual Fund

NAV$36.73
See how much of SUWCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jul 31, 2026

Net Assets
$15M
Expense Ratio
1.60%
Dividend Yield (Current)
9.74%
Holdings
98
Inception Date
Dec 29, 2000
Fund Family
DWS
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+13.31%
1 Year+21.10%
3 Year+18.75%
5 Year+11.12%
10 Year+13.32%

Asset Allocation

Stocks: 98.95%
Bonds: 1.05%
See how much of SUWCX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
AAPLApple, Inc9.06%
MSFTMicrosoft Corp7.27%
NVDANvidia Corp6.34%
GOOGAlphabet Inc. C5.86%
AMZNAmazon.Com Inc4.98%
Top 10 Concentration: 46.88%Report Date: Jul 31, 2026
Download all 98 holdings for SUWCX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
9.74%
Frequency
Annually
Latest Distribution
$4.45
-

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 $14.6M in net assets. SUWCX expense ratio is 1.60%, holding 98 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2000-12-29.

SUWCX performance shows a YTD return of 13.31%. The 1-year return is 21.10% and the 5-year return is 11.12%. SUWCX dividend yield stands at 9.74%, paid annually.

SUWCX top holdings include Apple, Inc (9.1%), Microsoft Corp (7.3%), Nvidia Corp (6.3%), Alphabet Inc. C (5.9%), Amazon.Com Inc (5.0%). 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.