Mutual Fund Insights: DWS MA Tax-Free B Fund (SQMBX)

In-depth Analysis of DWS MA Tax-Free B Fund (SQMBX)

3 months 6 months 1 year 3 year 5 year

See DWS MA Tax-Free B Fund (SQMBX) performance details as of January 31, 2010

  

Last Trade: $14.53 on 3/18/2010, Change: 0.00 (0%)

  

Fund Manager - Philip G. Condon

Fund Manager Tenure: 20.2 years   [Similar Funds: SQMAX  SQMCX ]
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

Condon is the head of municipal bond portfolio management for retail and tax-exempt advisory clients: Boston. Joined the Company in 1983, he served as director of municipal bond department & director of Scudder's municipal bond research group, after 7 years of experience as fixed income analyst for Connecticut General Life Insurance Company (CIGNA) and analyst at Federal Reserve Bank of Boston  Get more insights on Philip G. Condon

  

 What we like about DWS MA Tax-Free B Fund (SQMBX)

Data for DWS MA Tax-Free B Fund (SQMBX) as of January 31, 2010

• DWS MA Tax-Free B Fund (SQMBX) management has been with DWS MA Tax-Free B Fund for 20.2 years
• DWS MA Tax-Free B Fund (SQMBX) has good mid-term performance (3-year return 4.25% vs 3.11% Muni Massachusetts category average)
• DWS MA Tax-Free B Fund (SQMBX) has good Long-term performance (5-year return 3.40% vs 3.30% Muni Massachusetts category average)
• DWS MA Tax-Free B Fund (SQMBX) ratio of up-years vs down years is greater than 2
• DWS MA Tax-Free B Fund (SQMBX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.23, lower than category average of 7.27

  

 What we are cautious about DWS MA Tax-Free B Fund (SQMBX)

Data for DWS MA Tax-Free B Fund (SQMBX) as of January 31, 2010

• DWS MA Tax-Free B Fund (SQMBX) has a less-than-ideal short-term performance (1-year return 10.09% vs 11.40% Muni Massachusetts category average)
• DWS MA Tax-Free B Fund (SQMBX) has a Morningstar rating of 3 and below
• DWS MA Tax-Free B Fund (SQMBX) has a higher management fee of 1.68% than its Muni Massachusetts average of 1.07%
• DWS MA Tax-Free B Fund (SQMBX) carries a 4% load

See DWS MA Tax-Free B Fund (SQMBX) performance details as of January 31, 2010

  

  

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DWS MA Tax-Free B Fund (SQMBX) Net Asset

Track net asset change of DWS MA Tax-Free B fund (SQMBX)

Date	Net Asset
01/2010	$1.28M
11/2009	$1.65M
10/2009	$1.69M

More historic net asset information on DWS MA Tax-Free B Fund (SQMBX)

  

DWS MA Tax-Free B Fund (SQMBX) Portfolio Allocation

Track portfolio allocation change of DWS MA Tax-Free B fund (SQMBX)

Date	Cash	Stock	Bond	Other
09/2009	0%	0%	100%	0%
03/2009	0.2%	0%	99.8%	0%
12/2008	0.31%	0%	99.69%	0%

Click here to see more historic asset allocation information on DWS MA Tax-Free B Fund (SQMBX)

  

Most Recent Top 10 Holdings in DWS MA Tax-Free B Fund (SQMBX)

Discover what DWS MA Tax-Free B Fund (SQMBX) manager is buying

30-Sep-09 Univ Mass Bldg Auth 5% [3.11%] Puerto Rico Pub Bldgs Auth 5.5% [2.65%] Massachusetts St Health & Edl Higher 5% [2.49%] MASSACHUSETTS BAY TRANSN AUTH SEN SALES [2.24%] Massachusetts St Sch Bldg Auth 5% [2.11%] Braintree Mass Go Munici 5% [2.07%] Massachusetts St Health & Edl Rev Bds 5% [2%] Massachusetts St Dev Fin Agy R Rev 5.25% [1.99%] Massachusetts St Fed Hwy Grant Ant [1.94%] Massachusetts Bay Transn Auth 5.25% [1.87%]

31-Mar-09 Univ Mass Bldg Auth 5% [3.39%] Puerto Rico Pub Bldgs Auth 5.5% [2.8%] Massachusetts St Sch Bldg Auth 5% [2.25%] Massachusetts St Fed Hwy Grant Ant 5.25% [2.2%] MASSACHUSETTS BAY TRANSN AUTH SEN SALES [2.12%] Massachusetts St Fed Hwy Grant Ant [2.1%] Massachusetts St Health & Edl Rev 5.25% [1.99%] Massachusetts Bay Transn Auth 5.25% [1.99%] Massachusetts St Dev Fin Agy R Rev 5.25% [1.88%] Massachusetts St Wtr Res Auth 5.25% [1.87%]

31-Dec-08 Univ Mass Bldg Auth 5% [3.63%] Libor Swap 15 Yr 12 23 Fx S05121023 5.03 [3.41%] Libor Swap 20yr 5/28 Ms Fx Fx 4.9925 [2.98%] Puerto Rico Pub Bldgs Auth 5.5% [2.9%] Libor Swap 15yr 12/23 Flt L05121023 2023 [2.67%] Massachusetts St Port Auth 5.5% [2.55%] MASSACHUSETTS ST WTR RES AUTH ROLS RR I [2.43%] Massachusetts St Sch Bldg Auth 5% [2.41%] Massachusetts St Fed Hwy Grant Ant 5.25% [2.38%] Libor Swap 20yr 5/28 Ms Flt [2.25%]

Click here for Stock Holding Change Map in DWS MA Tax-Free B Fund (SQMBX)

  

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See more information on DWS MA Tax-Free B Fund (SQMBX)

• DWS MA Tax-Free B Fund Insights
• DWS MA Tax-Free B Fund Performance Data
• DWS MA Tax-Free B Fund News
• DWS MA Tax-Free B Fund Score Explaination
• DWS MA Tax-Free B Fund Manager Information
• Historic DWS MA Tax-Free B Fund Asset Allocation Report
• Historic DWS MA Tax-Free B Fund Top 10 Holding Tracking
• Historic DWS MA Tax-Free B Fund Asset Under Management Tracking