Mutual Funds - Profile

DWS Core Equity Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks to appreciate capital and generate current income by investing in large-size U.S. companies.

The investment process focuses on companies with market cap higher than $10 billion and using quantitative models to identify companies with earnings dynamism, attractive stock prices and sustainable business models.

The multi-factor model looks for historic sources of returns including valuation, momentum, profitability, and earnings and sales growth. The model allocates different weights for different industry groupings.

The fund attempts to create a portfolio of high conviction stocks that are likely to generate excess return to the More

Price

  • Last Close
  • $32.27
    -0.09
  • 52 Week HL
  • $37.3 - $30.04
  • Net Assets
  • $4400 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Feb 19, 2021

Company Holding
APPLE 7.9
Microsoft Corporation 6.5
Amazon Com 5.8
Alphabet Inc 4.0
Visa Inc 2.8
Company Holding
Amgen Inc 2.1
T Mobile 2.0
J P 1.9
Oracle Corporation 1.9
QUALCOMM Incorporated 1.9
Total 36.8%

Manager

  • Name
  • Pankaj Bhatnagar
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-3.1 % YTD

  • 3 Year
  • 37.26%
  • 5 Year
  • 60.09%
  • Best
  • 36.89%
    2013
  • Worst
  • -38.72%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
SUWAX -1%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -2%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -3.1% 4.8% -21.2% 13.2% -0.7% 4.7% -1.9% 3.7% -0.2% 13% -
Q2 - 9.2% 18.9% 2.4% 6.8% 3.8% 2.4% 1.5% 5.7% 1.3% -
Q3 - -1.1% 7.9% 0.3% 7.3% 4.8% 4.7% -7.1% 1.5% 7.2% -
Q4 - -2.8% 7.2% 4.3% -15.9% 6% 4.7% 7.4% 3.9% 11.4% -

Returns +
M

J F M A M J J A S O N D
2022 -3.1% - - - - - - - - - - -
2021 -0.4% 1.4% 3.8% 5.3% 1.3% 2.5% 1.9% 2% -4.8% 6.3% 0.4% -8.9%

Annual
Return

Index Comparison

Alpha

NAV