Funds

DWS Equity Sector Strategy Fund - Class A

SUPAX

DWS Equity Sector Strategy Fund - Class A

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  • Price (USD)16.72
  • Today's Change0.16 / 0.97%
  • 1 Year change+27.73%
Data delayed at least 15 minutes, as of Mar 27 2024.
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Profile and investment

Fund typeOpen Ended Investment Company
Investment style (stocks)Market Cap: Large
Investment Style: Blend
Morningstar categoryLarge Blend
Launch date29 Dec 2000
Price currencyUSD
DomicileUnited States
SymbolSUPAX
Manager & start date
Di Kumble
09 Aug 2021
David Bianco
09 Aug 2021
John Moody
25 Apr 2023
Hiten Shah
25 Apr 2023
Pricing frequencyDaily
Total net assets
81.04m USD
As of Feb 29 2024
Share class size
32.45m USD
As of Feb 29 2024
Net expense ratio0.73%
Front end load5.75%
Deferred load--
Maximum Redemption Fee--
Min. initial investment1,000.00
USD
Min. additional investment50.00
USD
Initial IRA500.00
USD
Additional IRA50.00
USD
Available for saleUnited States
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Top 5 holdings

Top 5 holdings as a per cent of portfolio
48.76%21.79%0.00%21.79%
Category average% Net assets% Short% Long
Company1 year changePortfolio weightLong allocation
Microsoft Corp
MSFT:NSQ
+52.86%6.93%
Apple Inc
AAPL:NSQ
+8.77%5.72%
Energy Select Sector SPDR® Fund
XLE:PCQ:USD
+16.87%4.02%
Amazon.com Inc
AMZN:NSQ
+85.50%2.79%
Meta Platforms Inc
META:NSQ
+141.97%2.33%
Per cent of portfolio in top 5 holdings: 21.79%
Top 10 Holdings

Diversification

Asset type

Asset type

US stock90.85%
Cash8.64%
Non-US stock0.51%
US bond0.00%
Non-US bond0.00%
Other0.00%

Top 5 sectors

Equity
Fixed income
Technology23.66%
Healthcare15.42%
Financial Services11.41%
Communication Services9.35%
Industrials7.90%
Other23.60%

Top 5 regions

United States90.84%
Europe - ex Euro0.40%
United Kingdom0.10%
Sector and region weightings are calculated using only long position holdings of the portfolio.
The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.
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