SZMAX Mutual Fund

SZMAX Mutual Fund (DWS Intermediate Tax-Free Fund Class A) is managed by DWS with $78.8M in net assets. SZMAX expense ratio is 0.63%, holding 312 positions across sectors including Financials, Utilities, Industrials. Inception date: 2001-06-11.

SZMAX performance shows a YTD return of -3.50%. The 1-year return is -2.03% and the 5-year return is 0.61%. SZMAX dividend yield stands at 3.37%, paid monthly.

SZMAX top holdings include City & County Of Denver Co Airport System Revenue 5 12/01/2035 (1.5%), Main Street Natural Gas Inc 4.00% 05/01/2052 (1.5%), Southeast Var 01/54 (1.3%), Montgomery Cnty Pa Indl Dev Auth (1.3%), Utility Debt Securitization Au 12/15/2038 5 (1.1%). Go to all SZMAX holdings, SZMAX sectors, or SZMAX dividends.

SZMAX can be compared against other funds. Use SZMAX overlap to find shared positions, or SZMAX vs another fund for a side-by-side view. SZMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.