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Morningstar

DWS Massachusetts Tax Free C SQMCX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 13.27  /  0.01 %
  • Total Assets 236.0 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.610%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Muni Massachusetts
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.55%
  • Effective Duration —

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis SQMCX

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

People Pillar

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

Continued turnover leaves behind a small, but experienced group.

Associate Analyst

Summary

| by Max Curtin

Recent portfolio management team changes, elevated turnover, and a solid but undifferentiated process earn DWS Massachusetts Tax-Free a Morningstar Analyst Rating of Neutral for its cheaper share classes and Negative for its most expensive.

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