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Morningstar

DWS Intermediate Tax-Free S SCMTX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 10.82  /  0.18 %
  • Total Assets 771.7 Mil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.04%
  • Effective Duration 5.38 years

USD | NAV as of Nov 30, 2023 | 1-Day Return as of Nov 30, 2023, 11:22 PM GMT+0

Morningstar’s Analysis SCMTX

Will SCMTX outperform in 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 SCMTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SCMTX 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 SCMTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Solid, but more to prove.

Associate Analyst Max Curtin

Max Curtin

Associate Analyst

Summary

Experienced managers remain at the helm at DWS Intermediate 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 its peers.

by Max Curtin
Rated on Published on

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Portfolio Holdings SCMTX

More SCMTX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 290
  • Other Holdings 5
  • % Assets in Top 10 Holdings 13.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

VIRGINIA COLLEGE BLDG AUTH VA EDL FACS REV 21ST CENTY COLLEGE & EQUIP PROG

2.50
18,892,020
municipal

MICHIGAN FIN AUTH REV 5%

1.44
10,892,888
municipal

ATLANTA GA WTR & WASTEWTR REV 5.25%

1.38
10,463,240
municipal

DENVER COLO CITY & CNTY ARPT REV 5%

1.34
10,166,152
municipal

NEW YORK ST TWY AUTH GEN REV 5%

1.32
10,017,537
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%

1.26
9,555,220
municipal

PHILADELPHIA PA SCH DIST 5%

1.21
9,159,325
municipal

NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5%

1.18
8,899,361
municipal

BURKE CNTY GA DEV AUTH POLLUTN CTL REV 3.25%

1.14
8,614,163
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV 5%

1.13
8,577,724
municipal