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Deutsche Intermediate Tax/Amt Free A (SZMAX) Fund Ranking and Research

Ranking, Research and Recommendation of Deutsche Intermediate Tax/Amt Free A (SZMAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) ManagerFund Manager - Ashton J. Goodfield

Fund Manager Information

Fund Manager Tenure: 29.2 years
Similar Funds: SZMCX  SZMIX 
Fund Family: Deutsche Asset & Wealth Mngt
Fund Category: Muni National Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)

 

Graph of Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) ProfileDeutsche Intermediate Tax/Amt Free A Fund (SZMAX) Profile

Fund Profile and Description

Deutsche Intermediate Tax/Amt Free A Fund seeks a high level of income exempt from regular federal income taxes and seeks to limit principal fluctuation. Deutsche Intermediate Tax/Amt Free A Fund normally invests at least 80% of net assets in securities of municipalities across the U.S. and in other securities whose income is free from regular federal income tax and the alternative minimum tax (AMT). It does not invest in securities whose income is subject to AMT. Deutsche Intermediate Tax/Amt Free A Fund can buy many types of municipal securities of all maturities including revenue bonds and general obligation bonds.

 

Deutsche Intermediate Tax/Amt Free A (SZMAX) Fund Strength What we like about Deutsche Intermediate Tax/Amt Free A (SZMAX) Fund

Data for Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) as of May 30, 2016

  • Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) management has been with Deutsche Intermediate Tax/Amt Free A Fund for 29.2 years
  • Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) ratio of up-years vs down years is greater than 2
  • Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.05, lower than category average of 3.29
  • Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) has a lower expense ratio than its Muni National Interm average: 0.79% vs 0.80%

Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) Weakness What we are cautious about Deutsche Intermediate Tax/Amt Free A (SZMAX) Fund

Data for Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) as of May 30, 2016

  • Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) has a less-than-ideal short-term performance (1-year return 4.27% vs 4.71% Muni National Interm category median performance)
  • Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) has a less-than-ideal mid-term performance (3-year return 2.76% vs 3.10% Muni National Interm category median performance)
  • Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) has a less-than-ideal Long-term performance (5-year return 3.79% vs 4.14% Muni National Interm category median performance)
  • Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) has a Morningstar rating of 3 and below
  • Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) is less safe compared to its Muni National Interm peers
  • Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) has an annual stock turnover rate of 54.00% that is higher than the Muni National Interm average of 22.40%. This could mean Deutsche Intermediate Tax/Amt Free A is more nimble, but also signal potential high tax impact and high trading fees
  • Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) carries a 2.75% load
See Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) performance details as of May 30, 2016

 

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Compare Deutsche Intermediate Tax/Amt Free A Fund (SZMAX)Compare with other top Muni National Interm category mutual funds

Aadditional top Muni National Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Deutsche Intermediate Tax/Amt Free A1.914.272.763.79
Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX)3.408.176.377.87Compare
BlackRock Strategic Muni Opps Inv A1 (MDMTX)3.297.784.275.68Compare
USAA Tax Exempt Intermediate-Term (USATX)2.525.223.514.92Compare

See top fund managers for Muni National Interm Category Funds

 

Compare Deutsche Intermediate Tax/Amt Free A Fund (SZMAX)Compare with Muni National Interm category ETFs

Some Muni National Interm ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Intermediate Muni ETF (ITM)2.55%7.15%4.62%
iShares National AMT-Free Muni Bond (MUB)2.19%5.72%4.01%
PIMCO Intermediate Municipal Bd Actv ETF (MUNI)1.61%4.98%2.60%
Columbia Intermediate Municipal Bond ETF (GMMB)000

 

Graph of Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) Net Asset TrackingDeutsche Intermediate Tax/Amt Free A (SZMAX) Fund Net Asset

Track net asset change of Deutsche Intermediate Tax/Amt Free A fund (SZMAX)

DateNet Asset
05/2016$2.05B
03/2016$2.05B
02/2016$2.03B
More historic net asset information on Deutsche Intermediate Tax/Amt Free A Fund (SZMAX)

  

Graph of Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) Portfolio TrackingDeutsche Intermediate Tax/Amt Free A (SZMAX) Fund Portfolio Allocation

Track portfolio allocation change of Deutsche Intermediate Tax/Amt Free A fund (SZMAX)

DateCashStockBondOther
04/20160.7%0%99.24%0.06%
02/20160.88%0%98.56%0.56%
01/20160.95%0%98.26%0.79%
Click here to see more historic asset allocation information on Deutsche Intermediate Tax/Amt Free A Fund (SZMAX)

 

graph of Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) Top 10 Position TrackingTop 10 Holdings in Deutsche Intermediate Tax/Amt Free A (SZMAX) Fund

Discover what Deutsche Intermediate Tax/Amt Free A Fund (SZMAX) manager is buying

Apr 29, 2016
New York St Hsg Fin Agy Rev (I Var 0.39% [1.16%]
Iowa Fin Auth 5% [0.93%]
Util Debt Securitization Au Restructu 5% [0.93%]
Houston Tex Indpt Sch Dist 3% [0.92%]
Montgomery Cnty Md Go Cons P 5% [0.9%]
New York St Hsg Fin Agy Rev (I Hsg 0.4% [0.87%]
Washington St Var Purp 5% [0.79%]
Ohio St Infrastru 5% [0.73%]

Feb 28, 2016
New York St Hsg Fin Agy Rev (I Var 0.35% [1.65%]
Harris Cnty Tex Hosp Dist 0.43% [1.22%]
New York St Hsg Fin Agy Rev (I Hsg 0.42% [0.94%]
Houston Tex Indpt Sch Dist 3% [0.93%]
Iowa Fin Auth 5% [0.93%]
Montgomery Cnty Md Go Cons P 5% [0.9%]
Ohio St Solid Waste Rev Solid Was 0.5% [0.9%]
Washington St Var Purp 5% [0.8%]

Jan 30, 2016
Houston Tex Indpt Sch Dist 3% [1%]
Iowa Fin Auth 5% [1%]
Montgomery Cnty Md Go Cons P 5% [0.98%]
Washington St Var Purp 5% [0.86%]
Ohio St Infrastru 5% [0.79%]
District Columbia Income Tax R Rev 0.31% [0.78%]
Massachusetts St Go Bds 0.31% [0.78%]
Illinois St Toll Hwy Auth 5% [0.76%]
Click here for Stock Holding Change Map in Deutsche Intermediate Tax/Amt Free A Fund (SZMAX)

  

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