SZMIX : DWS Intermediate Tax-Free Fund - Class Inst

SZMIX is a Bond Market Municipal Bond with MODERATE fees.

SZMIX

DWS Intermediate Tax-Free Fund - Class Inst

FI Score

63 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

63% FI Score
  • szmix
  • Mutual Fund
  • Bond
  • Municipal Bond

DWS Intermediate Tax-Free Fund - Class Inst

Expenses: 0.53% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

The investment seeks to provide a high level of income exempt from regular federal income taxes and seeks to limit principal fluctuation. The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in securities issued by municipalities across the United States and in other securities whose income is free from regular federal income tax and AMT. It normally invests at least 65% of total assets in municipal securities rated in the three highest credit rating categories. The fund could invest up to 35% of total assets in debt securities rated in the fourth highest credit rating category.

Largest Holdings

Amount Holding
2.22% VIRGINIA COLLEGE BLDG AUTH VA EDL FACS REV 21ST CENTY COLLEGE & EQUIP PROG
1.54% WASHINGTON ST 5%
1.30% ATLANTA GA WTR & WASTEWTR REV 5.25%
1.25% MICHIGAN FIN AUTH REV 5%
1.22% DENVER COLO CITY & CNTY ARPT REV 5%
1.17% NEW YORK ST TWY AUTH GEN REV 5%
1.14% DE KALB CNTY GA WTR & SEW REV 5.25%
1.11% PHILADELPHIA PA SCH DIST 5%
1.11% CALIFORNIA ST 5.25%
1.09% NEW YORK ST ENVIRONMENTAL FACS CORP ST CLEAN WTR & DRINKING WTR REV 5%
1.07% HOUSTON TEX ARPT SYS REV 5%
1.07% MIAMI-DADE CNTY FLA WTR & SWR REV 5%
1.05% TEXAS MUN GAS ACQUISITION & SUPPLY CORP I GAS SUPPLY REV 6.25%
1.03% NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5%
1.03% CALIFORNIA HSG FIN AGY MULTIFAMILY GREEN TAX-EXEMPT MTG-BKD BDS 2.35%
1.00% NEW YORK N Y 5%
1.00% NEW YORK N Y 5%
0.98% CONNECTICUT ST SPL TAX OBLIG REV 5%
0.94% BURKE CNTY GA DEV AUTH POLLUTN CTL REV 3.25%
0.93% CONNECTICUT ST SPL TAX OBLIG REV 5%
0.92% MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%
0.90% CALIFORNIA ST 5%
0.87% FEDERAL HOME LN MTG CORP MULTIFAMILY VAR RATE CTFS RELATING TO MUN SECS 2.6
0.87% MIAMI-DADE CNTY FLA SCH BRD CTFS PARTN 5%
0.86% MONTGOMERY CNTY PA INDL DEV AUTH REV 5%

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