SQMAX Mutual Fund

SQMAX Mutual Fund (DWS Massachusetts Tax Free Fund Class A) is managed by DWS with $19.5M in net assets. SQMAX expense ratio is 0.89%, holding 115 positions across sectors including Financials, Utilities, Health Care. Inception date: 2001-06-18.

SQMAX performance shows a YTD return of -0.87%. The 1-year return is -0.47% and the 5-year return is -0.33%. SQMAX dividend yield stands at 3.10%, paid monthly.

SQMAX top holdings include Massachusetts Health & Educational Facilities Authority (4.4%), Massachusetts (state Of) Port Authority, Series 2019 A, Ref. Rb (3.0%), Commonwealth Of Massachusetts 5 07/01/2048 (3.0%), Massachusetts St Go Consolidated Ln Bds 2023A 5.0 2053-05-01 (2.9%), Massachusetts St Port Auth 4 07/01/2044 (2.1%). 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.