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DWS Massachusetts Tax Free S SCMAX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 13.19  /  +0.11 %
  • Total Assets 231.5 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Muni Massachusetts
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.52%
  • Effective Duration 5.87 years

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:20 PM GMT+0

Morningstar’s Analysis SCMAX

Will SCMAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Solid, but more to prove.

Associate Analyst Max Curtin

Max Curtin

Associate Analyst

Summary

Experienced managers remain at the helm of DWS Massachusetts Tax-Free after a few years of turnover, but it’s still too early to decide whether this reshaped group holds a durable edge over peers.

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Portfolio Holdings SCMAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 21.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MASSACHUSETTS ST WTR POLLUTN ABATEMENT TR 5.25%

4.05 9.6 Mil
municipal

MASSACHUSETTS ST WTR RES AUTH 5.25%

2.60 6.1 Mil
municipal

MASSACHUSETTS ST PORT AUTH REV 5%

2.30 5.4 Mil
municipal

MASSACHUSETTS ST 5%

2.26 5.4 Mil
municipal

MASSACHUSETTS BAY TRANSN AUTH MASS SALES TAX REV 5%

1.97 4.7 Mil
municipal

MILLBURY MASS 5%

1.92 4.5 Mil
municipal

ATTLEBORO MASS 4%

1.69 4.0 Mil
municipal

MASSACHUSETTS ST PORT AUTH SPL FACS REV 4%

1.63 3.9 Mil
municipal

MASSACHUSETTS ST 5%

1.62 3.8 Mil
municipal

MASSACHUSETTS ST DEV FIN AGY REV 5%

1.54 3.6 Mil
municipal