DWS Core Equity Fund
DEUTSCHE DWS INVESTMENT TRUST · 5 share classes
Fund classification
Classified from what the fund holds · as of 2026 Q2
DWS Core Equity Fund is an actively managed U.S. equity fund. 19% of SUWAX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 100% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
Fund profile
As filed in the prospectus · 2026 Q1
The fund seeks long-term growth of capital, current income and growth of income.
The fund uses proprietary quantitative models to select large US companies, screening for fundamental factors including valuation, momentum, profitability, and earnings and sales growth, with model weights that vary by industry. The fund may employ total return swaps on custom baskets of long and short positions, put options, and other derivatives to enhance returns or hedge risk. Because the fund's portfolio is constructed to maintain a risk profile similar to its benchmark index rather than to replicate it, performance may diverge from the benchmark.
| Share class | Expense ratio |
|---|---|
| SUWAX | 0.82% |
| SUWCX | 1.60% |
| SCDGX | 0.55% |
| SUWIX | 0.58% |
| SUWZX | 0.49% |
Portfolio turnover 27.00% · as of 2026 Q1
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 98.30% |
| Cash & short-term | 2.14% |
| Derivatives | 0.05% |
Derivatives are shown at market value, not notional exposure.
Sector allocation
The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2
| Information Technology | 37.3% |
| Financials | 11.7% |
| Consumer Discretionary | 10.1% |
| Industrials | 9.2% |
| 10 smaller | 31.8% |
Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).
Portfolio growth profile
How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2
Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| +31.07% | +70.78% | +74.62% | 13.46% | -10.62% | |
| +30.08% | +66.81% | +68.03% | 13.42% | -10.93% | |
| — | — | — | — | — | |
| +31.46% | +72.12% | +77.01% | 13.48% | -10.52% | |
| +31.44% | +72.11% | +76.92% | 13.46% | -10.53% | |
| +31.52% | +72.54% | +77.62% | 13.47% | -10.47% |
May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| AAPL | Apple IncAAPL | 8.59% | $289.36 | $420.01M | 1.5M |
| NVDA | NVIDIA CorpNVDA | 6.40% | $200.09 | $312.68M | 1.6M |
| MSFT | Microsoft CorpMSFT | 5.91% | $373.02 | $288.81M | 774.2K |
| GOOG | Alphabet IncGOOG | 5.88% | $353.33 | $287.13M | 812.6K |
| MU | Micron Technology IncMU | 4.56% | $1,154.29 | $222.65M | 192.9K |
| AMZN | Amazon.com IncAMZN | 4.43% | $238.34 | $216.48M | 908.3K |
| AMD | Advanced Micro Devices IncAMD | 3.43% | $580.91 | $167.62M | 288.5K |
| JPM | JPMorgan Chase & CoJPM | 2.95% | $327.33 | $144.38M | 441.1K |
| AVGO | Broadcom IncAVGO | 2.18% | $377.75 | $106.70M | 282.5K |
| ABBV | AbbVie IncABBV | 2.05% | $251.64 | $100.35M | 398.8K |
Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.
Top 10 positions are 46.38% of net assets, top 25 65.13%, across 97 issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
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