SZMAX Mutual Fund

NAV$10.92

AUM$89M

TER0.63%

Holdings321

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SZMAX Mutual Fund

NAV$10.92

DWS Intermediate Tax-Free Fund Class A

AUM$89M

TER0.63%

Holdings321

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

FundXLS Pro

See the full sector breakdown of SZMAX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

SZMAX Mutual Fund Sector Allocation

SZMAX sector allocation breaks down across Financials (15.8%), Utilities (8.9%), Industrials (2.7%), Real Estate (2.2%), Consumer Discretionary (1.1%). Across 321 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SZMAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

SZMAX geographic allocation shows country exposure. SZMAX overlap calculator reveals how sector exposure compares with other funds.