SUWZX Mutual Fund

SUWZX Mutual Fund

NAV$41.14
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Fund Essentials - as of Mar 31, 2026

Net Assets
$40M
Expense Ratio
0.49%
Dividend Yield (Current)
9.66%
Holdings
97
Inception Date
Aug 25, 2014
Fund Family
DWS
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+10.64%
1 Year+20.80%
3 Year+18.09%
5 Year+11.16%
10 Year+13.76%

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)
9.66%
Frequency
Quarterly
Latest Distribution
$4.52
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Peer Comparison

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

SUWZX Mutual Fund Overview

SUWZX Mutual Fund (DWS Core Equity Fund Class R6) is managed by DWS with $39.6M in net assets. SUWZX expense ratio is 0.49%, holding 97 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2014-08-25.

SUWZX performance shows a YTD return of 10.64%. The 1-year return is 20.80% and the 5-year return is 11.16%. SUWZX dividend yield stands at 9.66%, paid quarterly.

SUWZX 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 SUWZX holdings, SUWZX sectors, or SUWZX dividends.

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