SZMIX Mutual Fund

SZMIX Mutual Fund (DWS Intermediate Tax-Free Fund Class Institutional) is managed by DWS with $480.4M in net assets. SZMIX expense ratio is 0.38%, holding 332 positions across sectors including Financials, Utilities, Industrials. Inception date: 2004-12-20.

SZMIX performance shows a YTD return of -0.12%. The 1-year return is 0.33% and the 5-year return is 1.01%. SZMIX dividend yield stands at 3.54%, paid monthly.

SZMIX 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 (1.2%), Utility Debt Securitization Au 12/15/2038 5 (1.1%). Go to all SZMIX holdings, SZMIX sectors, or SZMIX dividends.

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