Skip to Content

DWS Intermediate Tax-Free Inst SZMIX

Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 11.00  /  0.10 %
  • Total Assets 774.3 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 1,000,000
  • Status Open
  • TTM Yield 2.93%
  • Effective Duration 5.04 years

Morningstar’s Analysis SZMIX

Will SZMIX 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SZMIX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 272
  • Other Holdings 5
  • % Assets in Top 10 Holdings 13.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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

2.49
19,326,817
municipal

MICHIGAN FIN AUTH REV 5%

1.44
11,218,690
municipal

ATLANTA GA WTR & WASTEWTR REV 5.25%

1.38
10,751,662
municipal

DENVER COLO CITY & CNTY ARPT REV 5%

1.37
10,668,161
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%

1.30
10,072,729
municipal

NEW YORK ST TWY AUTH GEN REV 5%

1.29
10,015,660
municipal

PHILADELPHIA PA SCH DIST 5%

1.20
9,352,022
municipal

SOUTHEAST ENERGY AUTH COOP DIST ALA COMMODITY SUPPLY REV 5%

1.17
9,066,420
municipal

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

1.16
8,998,299
municipal

BURKE CNTY GA DEV AUTH POLLUTN CTL REV 3.25%

1.12
8,719,576
municipal