DWS Intermediate Tax-Free Fund - Class C (SZMCX)

Fund Assets	651.50M
Expense Ratio	1.38%
Min. Investment	$1,000
Turnover	30.00%
Dividend (ttm)	0.27
Dividend Yield	2.54%
Dividend Growth	8.22%
Payout Frequency	Monthly
Ex-Dividend Date	Sep 24, 2026

Previous Close	10.47
YTD Return	-3.49%
1-Year Return	-2.65%
5-Year Return	-4.02%
52-Week Low	10.32
52-Week High	11.23
Beta (5Y)	0.04
Holdings	327
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.

• Fund Family: DWS
• Category: Muni National Interm
• Performance Rating: Low
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: SZMCX
• Share Class: Class C
• Index: Bloomberg 1-15 Y Municipal Blend TR

Performance

SZMCX had a total return of -2.65% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.12%.

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%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
SZMIX	Institutional Class	0.38%
SCMTX	Class S	0.38%
SZMAX	Class A	0.63%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 24, 2026	$0.0235	Sep 24, 2026
Aug 25, 2026	$0.02134	Aug 25, 2026
Jul 27, 2026	$0.02436	Jul 27, 2026
Jun 24, 2026	$0.02256	Jun 24, 2026
May 22, 2026	$0.02133	May 22, 2026
Apr 24, 2026	$0.02383	Apr 24, 2026

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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