DWS Strategic High Yield Tax-Free Fund
Name
As of 05/02/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
0.9%
1 yr return
5.6%
3 Yr Avg Return
-1.9%
5 Yr Avg Return
1.1%
Net Assets
$468 M
Holdings in Top 10
13.2%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.74%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 59.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$2,500
IRA
$1,000
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 05/02/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
SHYTX - Profile
Distributions
- YTD Total Return 0.9%
- 3 Yr Annualized Total Return -1.9%
- 5 Yr Annualized Total Return 1.1%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 3.76%
- Dividend Yield 4.3%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameDWS Strategic High Yield Tax-Free Fund
-
Fund Family NameDWS Funds
-
Inception DateJan 22, 1987
-
Shares OutstandingN/A
-
Share ClassS
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerMichael Generazo
Fund Description
SHYTX - Performance
Return Ranking - Trailing
Period | SHYTX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 0.9% | -4.7% | 4.1% | 42.72% |
1 Yr | 5.6% | -4.3% | 8.5% | 12.14% |
3 Yr | -1.9%* | -10.0% | 1.6% | 58.21% |
5 Yr | 1.1%* | -5.0% | 523.6% | 44.79% |
10 Yr | 2.4%* | -0.1% | 155.2% | 70.08% |
* Annualized
Return Ranking - Calendar
Period | SHYTX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 4.2% | -1.5% | 7.5% | 12.14% |
2022 | -19.5% | -26.9% | -3.5% | 78.33% |
2021 | 2.4% | -1.9% | 5.6% | 35.50% |
2020 | 0.3% | -10.1% | 4.2% | 57.07% |
2019 | 4.3% | 2.0% | 9.1% | 72.92% |
Total Return Ranking - Trailing
Period | SHYTX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 0.9% | -4.7% | 4.1% | 42.72% |
1 Yr | 5.6% | -4.3% | 8.5% | 12.14% |
3 Yr | -1.9%* | -10.0% | 1.6% | 58.21% |
5 Yr | 1.1%* | -5.0% | 523.6% | 44.79% |
10 Yr | 2.4%* | -0.1% | 155.2% | 70.08% |
* Annualized
Total Return Ranking - Calendar
Period | SHYTX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 8.8% | 0.4% | 10.9% | 14.56% |
2022 | -15.9% | -26.9% | -2.9% | 77.34% |
2021 | 5.8% | -1.9% | 10.0% | 40.00% |
2020 | 4.3% | -4.1% | 8.2% | 30.81% |
2019 | 8.2% | 3.5% | 1028633.9% | 57.81% |
NAV & Total Return History
SHYTX - Holdings
Concentration Analysis
SHYTX | Category Low | Category High | SHYTX % Rank | |
---|---|---|---|---|
Net Assets | 468 M | 9.79 K | 16.1 B | 65.20% |
Number of Holdings | 302 | 1 | 3076 | 66.50% |
Net Assets in Top 10 | 61.7 M | -102 M | 3.44 B | 72.91% |
Weighting of Top 10 | 13.18% | 4.7% | 100.7% | 55.45% |
Top 10 Holdings
- CALIFORNIA PUBLIC FIN AUTH REVENUE 1.61%
- M-S-R CA ENERGY AUTH GAS REVENUE 1.56%
- PUERTO RICO SALES TAX FING CORP SALES TAX REVENUE 1.45%
- FLORIDA ST DEV FIN CORP SENIOR LIVING REVENUE 1.45%
- PUBLIC AUTH FOR COLORADO ST ENERGY NATURAL GAS PURCHASE REVE 1.44%
- NEW HOPE CULTURAL EDU FACS FIN CORP TX SENIOR LIVING REVENUE 1.30%
- OHIO ST HOSP REVENUE 1.15%
- PUBLIC FIN AUTH WI EDUCTNL FAC REVENUE 1.13%
- PUBLIC FIN AUTH WI HOTEL REVENUE 1.10%
- AURORA HIGHLANDS CMNTY AUTH BRD CO SPL TAX REVENUE 1.00%
Asset Allocation
Weighting | Return Low | Return High | SHYTX % Rank | |
---|---|---|---|---|
Bonds | 98.36% | 0.00% | 146.69% | 53.40% |
Cash | 1.22% | -0.64% | 100.00% | 46.80% |
Stocks | 0.41% | 0.00% | 99.38% | 12.62% |
Preferred Stocks | 0.00% | -47.61% | 1.64% | 20.20% |
Other | 0.00% | -12.04% | 9.96% | 26.11% |
Convertible Bonds | 0.00% | 0.00% | 0.00% | 19.21% |
Stock Sector Breakdown
Weighting | Return Low | Return High | SHYTX % Rank | |
---|---|---|---|---|
Utilities | 0.00% | 0.00% | 0.00% | 7.94% |
Technology | 0.00% | 0.00% | 0.00% | 7.94% |
Real Estate | 0.00% | 0.00% | 0.00% | 7.94% |
Industrials | 0.00% | 0.00% | 4.78% | 39.68% |
Healthcare | 0.00% | 0.00% | 0.00% | 7.94% |
Financial Services | 0.00% | 0.00% | 0.00% | 7.94% |
Energy | 0.00% | 0.00% | 0.00% | 14.29% |
Communication Services | 0.00% | 0.00% | 0.00% | 7.94% |
Consumer Defense | 0.00% | 0.00% | 0.00% | 7.94% |
Consumer Cyclical | 0.00% | 0.00% | 77.65% | 7.94% |
Basic Materials | 0.00% | 17.58% | 100.00% | 3.17% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | SHYTX % Rank | |
---|---|---|---|---|
US | 0.41% | 0.00% | 99.38% | 12.81% |
Non US | 0.00% | 0.00% | 0.00% | 19.21% |
Bond Sector Breakdown
Weighting | Return Low | Return High | SHYTX % Rank | |
---|---|---|---|---|
Municipal | 98.55% | 0.00% | 100.00% | 45.81% |
Corporate | 0.80% | 0.00% | 2.55% | 19.21% |
Cash & Equivalents | 0.12% | 0.00% | 100.00% | 42.86% |
Derivative | 0.00% | -12.35% | 1.55% | 20.69% |
Securitized | 0.00% | 0.00% | 0.20% | 22.66% |
Government | 0.00% | 0.00% | 0.09% | 22.66% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | SHYTX % Rank | |
---|---|---|---|---|
US | 98.36% | 0.00% | 139.84% | 47.78% |
Non US | 0.00% | 0.00% | 13.35% | 28.57% |
SHYTX - Expenses
Operational Fees
SHYTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 0.74% | 0.21% | 3.44% | 69.31% |
Management Fee | 0.43% | 0.00% | 1.33% | 18.93% |
12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
Administrative Fee | 0.10% | 0.02% | 0.35% | 44.26% |
Sales Fees
SHYTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 1.00% | 4.50% | N/A |
Deferred Load | N/A | 1.00% | 5.00% | N/A |
Trading Fees
SHYTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | N/A | N/A | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
SHYTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 59.00% | 2.00% | 121.00% | 87.37% |
SHYTX - Distributions
Dividend Yield Analysis
SHYTX | Category Low | Category High | SHYTX % Rank | |
---|---|---|---|---|
Dividend Yield | 4.34% | 0.00% | 6.17% | 35.92% |
Dividend Distribution Analysis
SHYTX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Monthly | Monthly | Monthly |
Net Income Ratio Analysis
SHYTX | Category Low | Category High | SHYTX % Rank | |
---|---|---|---|---|
Net Income Ratio | 3.76% | 1.11% | 5.70% | 18.45% |
Capital Gain Distribution Analysis
SHYTX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Monthly | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Apr 30, 2024 | $0.036 | OrdinaryDividend |
Mar 28, 2024 | $0.038 | OrdinaryDividend |
Feb 29, 2024 | $0.039 | OrdinaryDividend |
Jan 31, 2024 | $0.039 | DailyAccrualFund |
Dec 22, 2023 | $0.038 | DailyAccrualFund |
Nov 24, 2023 | $0.038 | DailyAccrualFund |
Oct 25, 2023 | $0.037 | DailyAccrualFund |
Sep 25, 2023 | $0.037 | DailyAccrualFund |
Aug 25, 2023 | $0.037 | DailyAccrualFund |
Jul 25, 2023 | $0.037 | DailyAccrualFund |
Jun 26, 2023 | $0.036 | DailyAccrualFund |
May 24, 2023 | $0.038 | DailyAccrualFund |
Apr 24, 2023 | $0.036 | DailyAccrualFund |
Mar 27, 2023 | $0.035 | DailyAccrualFund |
Feb 22, 2023 | $0.036 | DailyAccrualFund |
Jan 25, 2023 | $0.035 | DailyAccrualFund |
Dec 23, 2022 | $0.035 | DailyAccrualFund |
Nov 30, 2022 | $0.036 | DailyAccrualFund |
Oct 31, 2022 | $0.036 | DailyAccrualFund |
Sep 30, 2022 | $0.036 | DailyAccrualFund |
Aug 31, 2022 | $0.035 | DailyAccrualFund |
Jul 29, 2022 | $0.034 | DailyAccrualFund |
Jun 30, 2022 | $0.035 | DailyAccrualFund |
May 31, 2022 | $0.036 | DailyAccrualFund |
Apr 29, 2022 | $0.035 | DailyAccrualFund |
Mar 31, 2022 | $0.034 | DailyAccrualFund |
Feb 28, 2022 | $0.033 | DailyAccrualFund |
Jan 31, 2022 | $0.033 | DailyAccrualFund |
Dec 31, 2021 | $0.033 | DailyAccrualFund |
Nov 30, 2021 | $0.036 | DailyAccrualFund |
Oct 29, 2021 | $0.035 | DailyAccrualFund |
Sep 30, 2021 | $0.033 | DailyAccrualFund |
Aug 31, 2021 | $0.035 | DailyAccrualFund |
Jun 30, 2021 | $0.039 | DailyAccrualFund |
May 28, 2021 | $0.037 | DailyAccrualFund |
Apr 30, 2021 | $0.037 | DailyAccrualFund |
Mar 31, 2021 | $0.037 | DailyAccrualFund |
Feb 26, 2021 | $0.038 | DailyAccrualFund |
Jan 29, 2021 | $0.038 | DailyAccrualFund |
Dec 24, 2020 | $0.038 | DailyAccrualFund |
Nov 23, 2020 | $0.034 | DailyAccrualFund |
Oct 26, 2020 | $0.038 | DailyAccrualFund |
Sep 24, 2020 | $0.038 | DailyAccrualFund |
Aug 31, 2020 | $0.036 | OrdinaryDividend |
Jul 31, 2020 | $0.037 | OrdinaryDividend |
Jun 30, 2020 | $0.038 | OrdinaryDividend |
May 29, 2020 | $0.038 | OrdinaryDividend |
Apr 30, 2020 | $0.038 | OrdinaryDividend |
Mar 31, 2020 | $0.040 | OrdinaryDividend |
Feb 28, 2020 | $0.040 | OrdinaryDividend |
Jan 27, 2020 | $0.043 | OrdinaryDividend |
Dec 24, 2019 | $0.038 | DailyAccrualFund |
Nov 22, 2019 | $0.033 | OrdinaryDividend |
Oct 25, 2019 | $0.040 | OrdinaryDividend |
Sep 24, 2019 | $0.039 | OrdinaryDividend |
Aug 26, 2019 | $0.039 | OrdinaryDividend |
Jul 25, 2019 | $0.040 | OrdinaryDividend |
May 24, 2019 | $0.043 | DailyAccrualFund |
Apr 24, 2019 | $0.041 | DailyAccrualFund |
Mar 25, 2019 | $0.040 | DailyAccrualFund |
Feb 22, 2019 | $0.042 | DailyAccrualFund |
Jan 25, 2019 | $0.042 | DailyAccrualFund |
Dec 24, 2018 | $0.039 | DailyAccrualFund |
Nov 26, 2018 | $0.043 | DailyAccrualFund |
Oct 25, 2018 | $0.039 | DailyAccrualFund |
Aug 27, 2018 | $0.041 | DailyAccrualFund |
Jul 25, 2018 | $0.037 | DailyAccrualFund |
Jun 25, 2018 | $0.041 | DailyAccrualFund |
May 24, 2018 | $0.037 | DailyAccrualFund |
Apr 24, 2018 | $0.039 | DailyAccrualFund |
Mar 23, 2018 | $0.040 | DailyAccrualFund |
Feb 22, 2018 | $0.039 | DailyAccrualFund |
Jan 25, 2018 | $0.038 | DailyAccrualFund |
Dec 26, 2017 | $0.038 | DailyAccrualFund |
Nov 24, 2017 | $0.031 | DailyAccrualFund |
Oct 25, 2017 | $0.039 | DailyAccrualFund |
Sep 25, 2017 | $0.037 | DailyAccrualFund |
Aug 25, 2017 | $0.038 | DailyAccrualFund |
Jul 25, 2017 | $0.037 | DailyAccrualFund |
Jun 26, 2017 | $0.045 | DailyAccrualFund |
May 24, 2017 | $0.040 | DailyAccrualFund |
Apr 24, 2017 | $0.038 | DailyAccrualFund |
Mar 27, 2017 | $0.043 | DailyAccrualFund |
Feb 22, 2017 | $0.039 | DailyAccrualFund |
Jan 25, 2017 | $0.038 | DailyAccrualFund |
Dec 23, 2016 | $0.042 | DailyAccrualFund |
Nov 23, 2016 | $0.042 | DailyAccrualFund |
Oct 25, 2016 | $0.040 | DailyAccrualFund |
Sep 26, 2016 | $0.045 | DailyAccrualFund |
Aug 25, 2016 | $0.044 | DailyAccrualFund |
Jul 25, 2016 | $0.043 | DailyAccrualFund |
Jun 24, 2016 | $0.050 | DailyAccrualFund |
May 24, 2016 | $0.044 | DailyAccrualFund |
Apr 25, 2016 | $0.045 | DailyAccrualFund |
Mar 24, 2016 | $0.051 | DailyAccrualFund |
Feb 23, 2016 | $0.017 | DailyAccrualFund |
Jan 25, 2016 | $0.046 | DailyAccrualFund |
Dec 24, 2015 | $0.054 | DailyAccrualFund |
Nov 23, 2015 | $0.046 | DailyAccrualFund |
Oct 26, 2015 | $0.051 | DailyAccrualFund |
Sep 24, 2015 | $0.048 | DailyAccrualFund |
Aug 25, 2015 | $0.045 | DailyAccrualFund |
Jul 27, 2015 | $0.053 | DailyAccrualFund |
Jun 24, 2015 | $0.050 | DailyAccrualFund |
May 22, 2015 | $0.047 | DailyAccrualFund |
Apr 24, 2015 | $0.052 | DailyAccrualFund |
Mar 25, 2015 | $0.047 | DailyAccrualFund |
Feb 23, 2015 | $0.045 | DailyAccrualFund |
Jan 26, 2015 | $0.049 | DailyAccrualFund |
Dec 24, 2014 | $0.049 | DailyAccrualFund |
Nov 21, 2014 | $0.043 | DailyAccrualFund |
Oct 27, 2014 | $0.052 | DailyAccrualFund |
Sep 24, 2014 | $0.049 | DailyAccrualFund |
Aug 25, 2014 | $0.046 | DailyAccrualFund |
Jul 25, 2014 | $0.053 | DailyAccrualFund |
Jun 24, 2014 | $0.048 | DailyAccrualFund |
May 23, 2014 | $0.052 | DailyAccrualFund |
Apr 24, 2014 | $0.052 | DailyAccrualFund |
Mar 25, 2014 | $0.050 | DailyAccrualFund |
Feb 24, 2014 | $0.053 | DailyAccrualFund |
Jan 27, 2014 | $0.057 | DailyAccrualFund |
Dec 24, 2013 | $0.053 | DailyAccrualFund |
Nov 22, 2013 | $0.048 | DailyAccrualFund |
Oct 25, 2013 | $0.056 | DailyAccrualFund |
Sep 24, 2013 | $0.049 | DailyAccrualFund |
Aug 26, 2013 | $0.052 | DailyAccrualFund |
Jul 25, 2013 | $0.051 | DailyAccrualFund |
Jun 24, 2013 | $0.046 | DailyAccrualFund |
May 24, 2013 | $0.050 | DailyAccrualFund |
Apr 24, 2013 | $0.049 | DailyAccrualFund |
Mar 22, 2013 | $0.043 | DailyAccrualFund |
Feb 25, 2013 | $0.047 | DailyAccrualFund |
Jan 28, 2013 | $0.050 | DailyAccrualFund |
Dec 21, 2012 | $0.043 | DailyAccrualFund |
Nov 27, 2012 | $0.051 | DailyAccrualFund |
Oct 26, 2012 | $0.048 | DailyAccrualFund |
Sep 25, 2012 | $0.045 | DailyAccrualFund |
Aug 28, 2012 | $0.049 | DailyAccrualFund |
Jul 26, 2012 | $0.046 | DailyAccrualFund |
Jun 26, 2012 | $0.052 | DailyAccrualFund |
May 25, 2012 | $0.048 | DailyAccrualFund |
Apr 25, 2012 | $0.048 | DailyAccrualFund |
Mar 27, 2012 | $0.053 | DailyAccrualFund |
Feb 24, 2012 | $0.050 | DailyAccrualFund |
Jan 26, 2012 | $0.042 | DailyAccrualFund |
Jan 03, 2012 | $0.063 | DailyAccrualFund |
Nov 25, 2011 | $0.052 | DailyAccrualFund |
Oct 26, 2011 | $0.050 | DailyAccrualFund |
Sep 27, 2011 | $0.057 | DailyAccrualFund |
Aug 26, 2011 | $0.053 | DailyAccrualFund |
Jul 26, 2011 | $0.050 | DailyAccrualFund |
Jun 27, 2011 | $0.058 | DailyAccrualFund |
May 25, 2011 | $0.051 | DailyAccrualFund |
Apr 27, 2011 | $0.055 | DailyAccrualFund |
Mar 28, 2011 | $0.058 | DailyAccrualFund |
Feb 23, 2011 | $0.052 | DailyAccrualFund |
Jan 26, 2011 | $0.051 | DailyAccrualFund |
Dec 28, 2010 | $0.060 | DailyAccrualFund |
Nov 24, 2010 | $0.051 | DailyAccrualFund |
Oct 26, 2010 | $0.048 | DailyAccrualFund |
Sep 27, 2010 | $0.056 | DailyAccrualFund |
Aug 26, 2010 | $0.050 | DailyAccrualFund |
Jul 27, 2010 | $0.053 | DailyAccrualFund |
Jun 25, 2010 | $0.055 | DailyAccrualFund |
May 25, 2010 | $0.048 | DailyAccrualFund |
Apr 27, 2010 | $0.056 | DailyAccrualFund |
Mar 26, 2010 | $0.053 | DailyAccrualFund |
Feb 23, 2010 | $0.051 | DailyAccrualFund |
Jan 26, 2010 | $0.050 | DailyAccrualFund |
Dec 28, 2009 | $0.060 | DailyAccrualFund |
Nov 24, 2009 | $0.051 | DailyAccrualFund |
Oct 27, 2009 | $0.057 | DailyAccrualFund |
Sep 25, 2009 | $0.055 | DailyAccrualFund |
Aug 26, 2009 | $0.052 | DailyAccrualFund |
Jul 28, 2009 | $0.062 | DailyAccrualFund |
Jun 25, 2009 | $0.057 | DailyAccrualFund |
May 26, 2009 | $0.053 | DailyAccrualFund |
Apr 27, 2009 | $0.059 | DailyAccrualFund |
Mar 26, 2009 | $0.054 | DailyAccrualFund |
Feb 24, 2009 | $0.055 | DailyAccrualFund |
Jan 27, 2009 | $0.059 | DailyAccrualFund |
Dec 26, 2008 | $0.061 | DailyAccrualFund |
Nov 24, 2008 | $0.052 | DailyAccrualFund |
Oct 28, 2008 | $0.058 | DailyAccrualFund |
Sep 25, 2008 | $0.054 | DailyAccrualFund |
Aug 26, 2008 | $0.051 | DailyAccrualFund |
Jul 28, 2008 | $0.061 | DailyAccrualFund |
Jun 25, 2008 | $0.051 | DailyAccrualFund |
May 27, 2008 | $0.055 | DailyAccrualFund |
Apr 25, 2008 | $0.054 | DailyAccrualFund |
Mar 26, 2008 | $0.049 | DailyAccrualFund |
Feb 26, 2008 | $0.054 | DailyAccrualFund |
Jan 28, 2008 | $0.056 | DailyAccrualFund |
Dec 26, 2007 | $0.048 | DailyAccrualFund |
Nov 27, 2007 | $0.054 | DailyAccrualFund |
Oct 26, 2007 | $0.051 | DailyAccrualFund |
Sep 25, 2007 | $0.044 | DailyAccrualFund |
Aug 28, 2007 | $0.053 | DailyAccrualFund |
Jul 26, 2007 | $0.049 | DailyAccrualFund |
Jun 26, 2007 | $0.054 | DailyAccrualFund |
May 25, 2007 | $0.048 | DailyAccrualFund |
Apr 25, 2007 | $0.049 | DailyAccrualFund |
Mar 27, 2007 | $0.053 | DailyAccrualFund |
Feb 23, 2007 | $0.051 | DailyAccrualFund |
Jan 29, 2007 | $0.051 | DailyAccrualFund |
Dec 26, 2006 | $0.047 | DailyAccrualFund |
Nov 27, 2006 | $0.051 | DailyAccrualFund |
Oct 26, 2006 | $0.050 | DailyAccrualFund |
Sep 26, 2006 | $0.049 | DailyAccrualFund |
Aug 28, 2006 | $0.052 | DailyAccrualFund |
Jul 26, 2006 | $0.050 | DailyAccrualFund |
Jun 27, 2006 | $0.057 | DailyAccrualFund |
May 25, 2006 | $0.048 | DailyAccrualFund |
Apr 25, 2006 | $0.048 | DailyAccrualFund |
Mar 28, 2006 | $0.057 | DailyAccrualFund |
Feb 23, 2006 | $0.054 | DailyAccrualFund |
SHYTX - Fund Manager Analysis
Managers
Michael Generazo
Start Date
Tenure
Tenure Rank
Jun 25, 2018
3.93
3.9%
Portfolio Manager for Municipal Bond Funds: Boston, MA Joined the Company in 1999 with 6 years of industry experience. Prior to his current role, Michael was a Municipal Bond Trader for Private Investment Clients. Previously, he served as a Trader and Portfolio Manager at Breckenridge Capital Advisors and as a Senior Financial Reporting Analyst at Massachusetts Financial Services. Michael began his career as a Financial Reporting Analyst at The Boston Company BS from Bryant College; MBA from Suffolk University
Chad Farrington
Start Date
Tenure
Tenure Rank
Dec 10, 2018
3.47
3.5%
Portfolio Manager for Municipal Bonds - Joined DWS in 2018 with 20 years of industry experience; previously, worked as Portfolio Manager, Head of Municipal Research, and Senior Credit Analyst at Columbia Threadneedle - BS, Montana State University
Matthew Caggiano
Start Date
Tenure
Tenure Rank
Oct 01, 2021
0.66
0.7%
Portfolio Manager for Municipal Bonds: Boston, MA Joined the Company in 1989. Prior to his current role, Matthew served as a Portfolio Manager and Trader for Insurance portfolios. Previously, Matthew served as an Assistant Trader for Tax Exempt Municipal Bond funds and as a Research Assistant for the Municipal Bond Group BS from Pennsylvania State University; MS from Boston College; CFA Charterholder
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.06 | 21.43 | 7.5 | 2.52 |