SUWIX Mutual Fund

SUWIX Mutual Fund (DWS Core Equity Fund Class Institutional) is managed by DWS with $268.0M in net assets. SUWIX expense ratio is 0.58%, holding 97 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2002-08-19.

SUWIX performance shows a YTD return of 10.60%. The 1-year return is 20.71% and the 5-year return is 12.02%. SUWIX dividend yield stands at 9.50%, paid quarterly.

SUWIX 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 SUWIX holdings, SUWIX sectors, or SUWIX dividends.

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