DWS Intermediate Tax-Free Fund - Class C (SZMCX)
| Fund Assets | 722.71M |
| Expense Ratio | 1.49% |
| Min. Investment | $1,000 |
| Turnover | 48.00% |
| Dividend (ttm) | 0.26 |
| Dividend Yield | 2.29% |
| Dividend Growth | 8.69% |
| Payout Frequency | Monthly |
| Ex-Dividend Date | Jan 27, 2026 |
| Previous Close | 11.18 |
| YTD Return | 1.45% |
| 1-Year Return | 4.30% |
| 5-Year Return | 1.17% |
| 52-Week Low | 10.41 |
| 52-Week High | 11.19 |
| Beta (5Y) | n/a |
| Holdings | 316 |
| Inception Date | Jun 11, 2001 |
About SZMCX
DWS Intermediate Tax-Free Fund - Class C is a municipal bond mutual fund designed to deliver a high level of income that is exempt from regular federal income taxes while seeking to limit principal fluctuation. The portfolio primarily invests in investment-grade securities issued by municipalities across the United States, typically maintaining at least 80% of net assets in tax-exempt holdings. Its strategy emphasizes intermediate maturities, with a significant allocation to revenue bonds alongside general obligation bonds, aiming to balance income generation with interest rate sensitivity. As of mid-2025, the fund’s credit profile spans AAA to BBB and select below-investment-grade and unrated positions, reflecting diversified credit exposure within the municipal market. The fund tracks characteristics of the national intermediate muni category and has been recognized by third-party ratings for risk-adjusted performance at certain share classes, though ratings are not predictive of future results. Managed by DWS, the vehicle serves investors seeking federally tax-exempt income and exposure to a broad cross-section of U.S. municipal issuers, including key states with sizable issuance such as Texas and New York.
Performance
SZMCX had a total return of 4.30% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.76%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| VWITX | Vanguard | Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares | 0.17% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jan 27, 2026 | $0.02234 | Jan 27, 2026 |
| Dec 24, 2025 | $0.02271 | Dec 24, 2025 |
| Nov 21, 2025 | $0.01976 | Nov 21, 2025 |
| Oct 27, 2025 | $0.0234 | Oct 27, 2025 |
| Sep 24, 2025 | $0.02239 | Sep 24, 2025 |
| Aug 25, 2025 | $0.01978 | Aug 25, 2025 |