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DWS Intermediate Tax-Free C SZMCX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 10.85  /  +0.02 %
  • Total Assets 736.5 Mil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.490%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.03%
  • Effective Duration 5.08 years

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 PM GMT+0

Morningstar’s Analysis SZMCX

Will SZMCX 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 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.

Rated on Published on

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Portfolio Holdings SZMCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 13.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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

2.44 19.0 Mil
municipal

MICHIGAN FIN AUTH REV 5%

1.43 11.2 Mil
municipal

DENVER COLO CITY & CNTY ARPT REV 5%

1.37 10.6 Mil
municipal

ATLANTA GA WTR & WASTEWTR REV 5.25%

1.36 10.6 Mil
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%

1.28 10.0 Mil
municipal

PHILADELPHIA PA SCH DIST 5%

1.18 9.2 Mil
municipal

SOUTHEAST ENERGY AUTH COOP DIST ALA COMMODITY SUPPLY REV 5%

1.16 9.0 Mil
municipal

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

1.15 8.9 Mil
municipal

BURKE CNTY GA DEV AUTH POLLUTN CTL REV 3.25%

1.12 8.7 Mil
municipal

MONTGOMERY CNTY PA INDL DEV AUTH REV 5%

1.10 8.6 Mil
municipal