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Morningstar

DWS New York Tax-Free Income S SNWYX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 9.27  /  0.24 %
  • Total Assets 177.2 Mil
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.530%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Muni New York Long
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.87%
  • Effective Duration 7.87 years

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:20 PM GMT+0

Morningstar’s Analysis SNWYX

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

People Pillar

The People Pillar is our evaluation of the SNWYX 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 SNWYX’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 New York Tax-Free Income after a few years of turnover, but it’s still too early to decide whether this reshaped group holds a durable edge over peers.

by Max Curtin
Rated on Published on

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Portfolio Holdings SNWYX

More SNWYX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 150
  • Other Holdings 0
  • % Assets in Top 10 Holdings 19.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

LIBERTY N Y DEV CORP REV 5.25%

3.08
5,720,574
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5%

2.17
4,027,576
municipal

PORT AUTH N Y & N J 5%

2.00
3,710,962
municipal

METROPOLITAN TRANSN AUTH N Y REV 4%

1.88
3,492,414
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5%

1.82
3,372,948
municipal

TRIBOROUGH BRDG & TUNL AUTH N Y SALES TAX REV 5%

1.77
3,293,585
municipal

TRIBOROUGH BRDG & TUNL AUTH N Y PAYROLL MOBILITY TAX 5%

1.76
3,265,538
municipal

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

1.73
3,205,870
municipal

DUTCHESS CNTY N Y LOC DEV CORP REV 5%

1.69
3,126,737
municipal

PORT AUTH N Y & N J 5%

1.67
3,101,596
municipal