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Morningstar

DWS Intermediate Tax-Free Inst SZMIX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 10.99  /  +0.03 %
  • Total Assets 740.9 Mil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 3.05%
  • Effective Duration 5.08 years

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SZMIX

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

  • People Pillar

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

Solid, but more to prove.

Analyst Max Curtin

Max Curtin

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 SZMIX

More SZMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MICHIGAN FIN AUTH REV 5%

1.48 11.0 Mil
municipal

ATLANTA GA WTR & WASTEWTR REV 5.25%

1.40 10.4 Mil
municipal

DENVER COLO CITY & CNTY ARPT REV 5%

1.40 10.4 Mil
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%

1.34 10.0 Mil
municipal

PHILADELPHIA PA SCH DIST 5%

1.23 9.2 Mil
municipal

SOUTHEAST ENERGY AUTH COOP DIST ALA COMMODITY SUPPLY REV 5%

1.20 8.9 Mil
municipal

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

1.19 8.9 Mil
municipal

BURKE CNTY GA DEV AUTH POLLUTN CTL REV 3.25%

1.17 8.7 Mil
municipal

MONTGOMERY CNTY PA INDL DEV AUTH REV 5%

1.15 8.5 Mil
municipal

UTILITY DEBT SECURITIZATION AUTH N Y 5%

1.06 7.9 Mil
municipal