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Morningstar

DWS Intermediate Tax-Free C SZMCX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 10.88  /  +0.01 %
  • Total Assets 750.7 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 1.99%
  • Effective Duration 5.08 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 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.

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the SZMCX 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 SZMCX’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 SZMCX

More SZMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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

2.39 19.0 Mil
municipal

MICHIGAN FIN AUTH REV 5%

1.40 11.2 Mil
municipal

ATLANTA GA WTR & WASTEWTR REV 5.25%

1.34 10.6 Mil
municipal

DENVER COLO CITY & CNTY ARPT REV 5%

1.33 10.6 Mil
municipal

NEW YORK ST TWY AUTH GEN REV 5%

1.26 10.0 Mil
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%

1.26 10.0 Mil
municipal

PHILADELPHIA PA SCH DIST 5%

1.17 9.3 Mil
municipal

SOUTHEAST ENERGY AUTH COOP DIST ALA COMMODITY SUPPLY REV 5%

1.13 9.0 Mil
municipal

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

1.13 9.0 Mil
municipal

BURKE CNTY GA DEV AUTH POLLUTN CTL REV 3.25%

1.09 8.7 Mil
municipal