The upcoming departure of Ashton Goodfield, lead manager and head of the firm’s municipal-bond team, means time is needed to see how the dust settles at DWS Intermediate Tax-Free. It receives a Morningstar Analyst rating of Neutral for most share classes and a Negative rating for its more expensive C share class.
Will SZMIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of SZMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.