SUWZX Mutual Fund

SUWZX Mutual Fund

NAV$40.90
See how much of SUWZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jun 30, 2026

Net Assets
$39M
Expense Ratio
0.49%
Dividend Yield (Current)
9.36%
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+12.10%
10 Year+14.29%

Asset Allocation

Stocks: 98.92%
Bonds: 0.11%
Cash: 0.94%
Other: 0.02%
See how much of SUWZX 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, Inc8.59%
NVDANvidia Corp.6.40%
MSFTMicrosoft Corp 4.100 Feb 06 375.91%
GOOGAlphabet Inc5.87%
MUMicron Technology, Inc.4.56%
Top 10 Concentration: 46.37%Report Date: Jun 30, 2026
Download all 97 holdings for SUWZX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
9.36%
Frequency
Quarterly
Latest Distribution
$4.52
-

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 $39.1M in net assets. SUWZX expense ratio is 0.49%, holding 97 positions across sectors including Information Technology, Financials, Consumer Discretionary. 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 12.10%. SUWZX dividend yield stands at 9.36%, paid quarterly.

SUWZX top holdings include Apple, Inc (8.6%), Nvidia Corp. (6.4%), Microsoft Corp 4.100 Feb 06 37 (5.9%), Alphabet Inc (5.9%), Micron Technology, Inc. (4.6%). 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.