Morningstar

DWS Strategic High Yield Tax-Free Fund - Class S SHYTX

Morningstar Medalist Rating
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Medalist Rating as of See DWS Investment Hub
  • NAV / 1-Day Return $9.93  /  −0.10 %
  • Fund Size $379.5M
  • Adjusted Expense Ratio 0.610%
  • Net Expense Ratio 0.680%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category High Yield Muni
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 5.11%
  • Average Effective Duration 7.99 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis SHYTX

Will SHYTX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SHYTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SHYTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SHYTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DWS Strategic High Yield Tax-Free S holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings SHYTX

More SHYTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FLORIDA DEV FIN CORP SR LIVING REV 5.25%

1.78 7M
municipal

M-S-R ENERGY AUTH CALIF GAS REV 7%

1.70 7M
municipal

HAWAII ST DEPT BUDGET & FIN SPL PURP REV 2.95%

1.50 6M
municipal

PUBLIC FIN AUTH WIS HOTEL REV 6%

1.27 5M
municipal

AURORA HIGHLANDS CMNTY AUTH BRD COLO SPL TAX REV 5.75%

1.24 5M
municipal

ARIZONA INDL DEV AUTH SR LIVING REV 6.75%

1.18 5M
municipal

CALIFORNIA STATEWIDE CMNTYS DEV AUTH REV 5.5%

1.16 5M
municipal

PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.75%

1.14 5M
municipal

CALIFORNIA MUN FIN AUTH REV 7%

1.08 4M
municipal

PUBLIC AUTH FOR COLO ENERGY NAT GAS PUR REV 6.25%

1.08 4M
municipal

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