SZMIX Mutual Fund

SZMIX Mutual Fund (DWS Intermediate Tax-Free Fund Class Institutional) is managed by DWS with $459.9M in net assets. SZMIX expense ratio is 0.38%, holding 321 positions across sectors including Financials, Utilities, Industrials. Inception date: 2004-12-20.

SZMIX performance shows a YTD return of 2.09%. The 1-year return is 6.28% and the 5-year return is 1.33%. SZMIX dividend yield stands at 3.50%, 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 Ga Gas Supply Revenue (1.4%), Southeast Energy Auth Coop Dist Ala Commodity Supply Rev 5 01-01-2054 (1.3%), Montgomery Cnty Pa Indl Dev Auth (1.2%), Utility Debt Securitization Au 12/15/2038 5 (1.1%). View all SZMIX holdings, sector breakdown, or dividend history.

SZMIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SZMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.