DWS Intermediate Tax-Free FundSZMAX

MUTUAL FUNDDWS (Xtrackers)
Type
Mutual fund
Peer group
Municipal bond
Net assets
$714.9M
Expense ratio
0.63%
1-year return
+4.9%
3 years, a year
+4.4%
5 years, a year
+1.6%
Holdings
321

What it aims to do.

The fund seeks to provide a high level of income exempt from regular federal income taxes and seeks to limit principal fluctuation.

Top 10 holdings.

Holding% of fund
City & County of Denver CO Airport System Revenue1.48%
Main Street Natural Gas Inc1.44%
Southeast Energy Authority A Cooperative District1.28%
Montgomery County Industrial Development Authority/PA1.20%
California Housing Finance Agency1.12%
Utility Debt Securitization Authority1.12%
Port of Seattle WA1.07%
San Francisco City & County Airport Comm-San Francisco International Airport1.04%
City of Atlanta GA Water & Wastewater Revenue0.99%
Energy Southeast A Cooperative District0.92%

More on SZMAX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.