SUWIX Mutual Fund
SUWIX Mutual Fund
DWS Core Equity Fund Class Institutional
SUWIX Mutual Fund Overview
SUWIX Mutual Fund (DWS Core Equity Fund Class Institutional) is managed by DWS with $258.3M in net assets. SUWIX expense ratio is 0.58%, holding 97 positions across sectors including Information Technology, Financials, Unknown. Inception date: 2002-08-19.
SUWIX performance shows a YTD return of 8.53%. The 1-year return is 21.64% and the 5-year return is 11.09%. SUWIX dividend yield stands at 9.68%, paid quarterly.
SUWIX top holdings include Apple Inc (8.9%), Microsoft Corp 4.100 Feb 06 37 (6.7%), Nvidia Corp (6.4%), Alphabet Inc series C (5.5%), Amazon.Com Inc (4.1%). View all SUWIX holdings, sector breakdown, or dividend history.
SUWIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SUWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.