Sensible Investor

Immutable verification record

DWS Core Equity Fund

Run 363649da-fcfb-4007-87ef-de06de7710ca · portfolio period 2026-03-31 · captured 2026-07-29T14:22:09.616Z

This is the permanent record of what our July 29, 2026 data run computed for DWS Core Equity Fund, and the exact SEC documents every number came from — it exists so anyone can check us.

Current interpretation · methodology 1.5

How to read this prior-run record now

52.4% of this portfolio matches the S&P 500, which costs $10 a year per $100,000 to own outright. This fund charges $550 a year.

This interpretation is computed under the current methodology and is not inserted into the immutable record below.

Cite these figures

Each snippet includes the figure’s source-event date and immutable verification URL.

Best-fit active share

Sensible Investor, “DWS Core Equity Fund — best-fit active share,” 47.6% versus the S&P 500, fund portfolio as of 2026-03-31; measured against the filed holdings of iShares Core S&P 500 ETF (IVV), as of 2026-03-31. https://sensible-investor.com/registry/scdgx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

SCDGX filed expense ratio

Sensible Investor, “DWS Core Equity Fund — filed expense ratio,” 0.55% for SCDGX, as of 2026-01-31. https://sensible-investor.com/registry/scdgx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

SCDGX fee per active unit

Sensible Investor, “DWS Core Equity Fund — fee per unit of active management,” 1.16% using the SCDGX expense ratio as of 2026-01-31 and fund portfolio as of 2026-03-31. https://sensible-investor.com/registry/scdgx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

Active share by comparison index

Holdings difference for every comparison calculated in this run.
IndexActive shareHoldings evidenceIdentifier match
the S&P 50047.6%measured against the filed holdings of iShares Core S&P 500 ETF (IVV), as of 2026-03-3191.9%
the Russell 1000 Growth index49.8%measured against the filed holdings of iShares Russell 1000 Growth ETF (IWF), as of 2026-03-3167.0%
the Russell 1000 index49.8%measured against the filed holdings of iShares Russell 1000 ETF (IWB), as of 2026-03-31100.0%
the total US market51.7%measured against the filed holdings of Vanguard Total Stock Market ETF (VTI), as of 2026-03-3199.5%
the Russell 1000 Value index72.8%measured against the filed holdings of iShares Russell 1000 Value ETF (IWD), as of 2026-03-3160.6%
the S&P MidCap 40098.0%measured against the filed holdings of iShares Core S&P Mid-Cap ETF (IJH), as of 2026-03-314.6%
the S&P SmallCap 60099.8%measured against the filed holdings of iShares Core S&P Small-Cap ETF (IJR), as of 2026-03-310.5%
the Russell 2000 index100.0%measured against the filed holdings of iShares Russell 2000 ETF (IWM), as of 2026-03-310.0%

Filed expense ratios by share class

Each fee is tied to its filed SEC source and period.
Share classExpense ratioFiling periodSEC document
SCDGX (DWS Core Equity Fund)0.55%2026-01-31Open SEC expense filing
SUWAX (DWS Core Equity Fund)0.82%2026-01-31Open SEC expense filing
SUWCX (DWS Core Equity Fund)1.60%2026-01-31Open SEC expense filing
SUWIX (DWS Core Equity Fund)0.58%2026-01-31Open SEC expense filing
SUWZX (DWS Core Equity Fund)0.49%2026-01-31Open SEC expense filing

Match rates

How much of the fund filing could be matched to comparison holdings. A benchmark proxy is not compared with itself.
Fund identifier match91.9%
the S&P 50091.9%
the Russell 1000 Growth index67.0%
the Russell 1000 index100.0%
the total US market99.5%
the Russell 1000 Value index60.6%
the S&P MidCap 4004.6%
the S&P SmallCap 6000.5%
the Russell 2000 index0.0%

Fee-drag windows

Dollar fee drag from licensed return windows; the lowest-cost control class is omitted rather than compared with itself, and missing history remains explicit.
Share classWindowFee dragWindow dates
SCDGX10 years$18,4032016-07-29 to 2026-07-29
SCDGX20 years$77,2452006-07-31 to 2026-07-29
SCDGX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
SUWAX10 years$27,3152016-07-29 to 2026-07-29
SUWAX20 years$113,2652006-07-31 to 2026-07-29
SUWAX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
SUWCX10 years$52,0192016-07-29 to 2026-07-29
SUWCX20 years$208,3852006-07-31 to 2026-07-29
SUWCX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
SUWIX10 years$19,4022016-07-29 to 2026-07-29
SUWIX20 years$81,3302006-07-31 to 2026-07-29
SUWIX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
SUWZX10 years$16,3962016-07-29 to 2026-07-29
SUWZX20 years$69,0112006-07-31 to 2026-07-29
SUWZX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19

Check it yourself

  1. Open the fund’s linked SEC holdings filing and, for fees, the linked SEC expense filing in the table above.
  2. Find each security identifier and portfolio weight in the holdings filing, and the net annual operating expense for the relevant share class in its expense filing.
  3. Recalculate the comparison using the active-share formula and portfolio rules.
Raw record (JSON)

Download this record as JSON

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