SQMAX Mutual Fund

SQMAX Mutual Fund (DWS Massachusetts Tax Free Fund Class A) is managed by DWS with $20.8M in net assets. SQMAX expense ratio is 0.87%, holding 114 positions across sectors including Financials, Utilities, Health Care. Inception date: 2001-06-18.

SQMAX performance shows a YTD return of 0.79%. The 1-year return is 5.62% and the 5-year return is -0.27%. SQMAX dividend yield stands at 3.16%, paid monthly.

SQMAX top holdings include Massachusetts (state Of) Port Authority, Series 2019 A, Ref. Rb (2.9%), Commonwealth Of Massachusetts Transportation Fund Revenue 5 06/01/2055 (2.8%), Massachusetts State, General Obligation Bonds, Consolidated Loan, Series 2020d (2.8%), Massachusetts St Bay Transprtn Auth Sales Tax Revenue 5 2043-07-01 (2.8%), Massachusetts St Go Consolidated Ln Bds 2023A 5.0 2053-05-01 (2.7%). Go to all SQMAX holdings, SQMAX sectors, or SQMAX dividends.

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