Morningstar

DWS Intermediate Tax-Free S SCMTX

Morningstar Medalist Rating
Medalist Rating as of | See DWS Investment Hub
  • NAV / 1-Day Return 11.15  /  −0.08 %
  • Total Assets 770.5 Mil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.05%
  • Effective Duration 5.17 years

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:28 PM GMT+0

Morningstar’s Analysis SCMTX

Will SCMTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCMTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCMTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCMTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This team is on the right path but needs more consistency.

Associate Analyst Ken Noguchi

Ken Noguchi

Associate Analyst

Summary

DWS Intermediate Tax-Free’s managers execute a solid, collaborative process, but it needs to demonstrate better consistency.

by Ken Noguchi
Rated on Published on

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Portfolio Holdings SCMTX

More SCMTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MICHIGAN FIN AUTH REV 5%

1.46 11.1 Mil
municipal

ATLANTA GA WTR & WASTEWTR REV 5.25%

1.39 10.6 Mil
municipal

DENVER COLO CITY & CNTY ARPT REV 5%

1.38 10.5 Mil
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%

1.33 10.1 Mil
municipal

PHILADELPHIA PA SCH DIST 5%

1.22 9.3 Mil
municipal

SOUTHEAST ENERGY AUTH COOP DIST ALA COMMODITY SUPPLY REV 5%

1.19 9.0 Mil
municipal

NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5%

1.17 8.9 Mil
municipal

BURKE CNTY GA DEV AUTH POLLUTN CTL REV 3.25%

1.15 8.8 Mil
municipal

MONTGOMERY CNTY PA INDL DEV AUTH REV 5%

1.14 8.6 Mil
municipal

UTILITY DEBT SECURITIZATION AUTH N Y 5%

1.06 8.1 Mil
municipal

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