DWS California Tax-Free Income Fund
Name
As of 04/15/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
-0.4%
1 yr return
2.7%
3 Yr Avg Return
-1.6%
5 Yr Avg Return
0.8%
Net Assets
$357 M
Holdings in Top 10
21.4%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.66%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 41.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$2,500
IRA
$1,000
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 04/15/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
SDCSX - Profile
Distributions
- YTD Total Return -0.4%
- 3 Yr Annualized Total Return -1.6%
- 5 Yr Annualized Total Return 0.8%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 2.67%
- Dividend Yield 0.0%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameDWS California Tax-Free Income Fund
-
Fund Family NameDWS Funds
-
Inception DateJun 15, 2001
-
Shares OutstandingN/A
-
Share ClassS
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerMatthew Caggiano
Fund Description
SDCSX - Performance
Return Ranking - Trailing
Period | SDCSX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -0.4% | -4.4% | 10.8% | 31.30% |
1 Yr | 2.7% | -5.7% | 31.7% | 15.56% |
3 Yr | -1.6%* | -11.1% | 2.5% | 62.49% |
5 Yr | 0.8%* | -5.9% | 1102.0% | 51.22% |
10 Yr | 2.1%* | -0.4% | 248.1% | 29.54% |
* Annualized
Return Ranking - Calendar
Period | SDCSX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 2.9% | -1.4% | 41.0% | 42.37% |
2022 | -13.6% | -39.7% | 0.3% | 80.03% |
2021 | -1.3% | -5.6% | 6.9% | 87.06% |
2020 | -0.3% | -2.6% | 310.0% | 97.08% |
2019 | 3.5% | 0.0% | 26.0% | 59.99% |
Total Return Ranking - Trailing
Period | SDCSX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -0.4% | -4.4% | 10.8% | 31.30% |
1 Yr | 2.7% | -5.7% | 31.7% | 15.56% |
3 Yr | -1.6%* | -11.1% | 2.5% | 62.49% |
5 Yr | 0.8%* | -5.9% | 1102.0% | 51.22% |
10 Yr | 2.1%* | -0.4% | 248.1% | 29.54% |
* Annualized
Total Return Ranking - Calendar
Period | SDCSX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 6.4% | -1.3% | 41.0% | 30.73% |
2022 | -10.7% | -39.7% | 1.1% | 72.18% |
2021 | 2.2% | -4.8% | 23761504.0% | 32.65% |
2020 | 3.3% | -1.5% | 17057.9% | 67.50% |
2019 | 7.4% | 0.2% | 3514.6% | 24.50% |
NAV & Total Return History
SDCSX - Holdings
Concentration Analysis
SDCSX | Category Low | Category High | SDCSX % Rank | |
---|---|---|---|---|
Net Assets | 357 M | 3.22 M | 71.9 B | 55.69% |
Number of Holdings | 171 | 2 | 13067 | 66.90% |
Net Assets in Top 10 | 76.9 M | -317 M | 3.4 B | 51.91% |
Weighting of Top 10 | 21.36% | 1.9% | 100.4% | 34.09% |
Top 10 Holdings
- FOOTHILL ESTRN TRANSPRTN CORRIDOR AGY CA TOLL ROAD REVENUE 3.16%
- CALIFORNIA ST EDUCTNL FACS AUTH REVENUE 2.52%
- M-S-R CA ENERGY AUTH GAS REVENUE 2.36%
- CSCDA CMNTY IMPT AUTH CA ESSENTIAL HSG REVENUE 2.30%
- SANTA BARBARA CNTY CA SOLID WASTE SYS REVENUE COPS 2.06%
- FEDERAL HOME LOAN MTGE CORP VA MF VARIABLE RATE CTFS 2.04%
- SAN FRANCISCO CITY CNTY CA REDEV AGY SUCCESSOR AGY TAX 2.03%
- CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REVENUE 1.76%
- CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REVENUE 1.59%
- CALIFORNIA HSG FIN AGY MUNI CTFS 1.53%
Asset Allocation
Weighting | Return Low | Return High | SDCSX % Rank | |
---|---|---|---|---|
Bonds | 98.56% | 0.00% | 150.86% | 50.58% |
Cash | 1.02% | -50.86% | 50.09% | 60.37% |
Stocks | 0.43% | 0.00% | 99.81% | 5.30% |
Preferred Stocks | 0.00% | 0.00% | 0.52% | 85.78% |
Other | 0.00% | -8.54% | 33.35% | 81.38% |
Convertible Bonds | 0.00% | 0.00% | 0.93% | 85.72% |
Stock Sector Breakdown
Weighting | Return Low | Return High | SDCSX % Rank | |
---|---|---|---|---|
Utilities | 0.00% | 0.00% | 0.00% | 85.71% |
Technology | 0.00% | 0.00% | 0.00% | 85.71% |
Real Estate | 0.00% | 0.00% | 0.00% | 85.71% |
Industrials | 0.00% | 0.00% | 100.00% | 85.71% |
Healthcare | 0.00% | 0.00% | 0.00% | 14.29% |
Financial Services | 0.00% | 0.00% | 0.00% | 95.24% |
Energy | 0.00% | 0.00% | 0.00% | 85.71% |
Communication Services | 0.00% | 0.00% | 100.00% | 85.71% |
Consumer Defense | 0.00% | 0.00% | 0.00% | 85.71% |
Consumer Cyclical | 0.00% | 0.00% | 100.00% | 85.71% |
Basic Materials | 0.00% | 0.00% | 0.00% | 85.71% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | SDCSX % Rank | |
---|---|---|---|---|
US | 0.43% | 0.00% | 99.81% | 5.30% |
Non US | 0.00% | 0.00% | 10.75% | 85.78% |
Bond Sector Breakdown
Weighting | Return Low | Return High | SDCSX % Rank | |
---|---|---|---|---|
Municipal | 99.69% | 44.39% | 100.00% | 24.72% |
Derivative | 0.00% | -8.54% | 23.38% | 86.23% |
Cash & Equivalents | 0.00% | 0.00% | 48.02% | 96.90% |
Securitized | 0.00% | 0.00% | 5.93% | 92.99% |
Corporate | 0.00% | 0.00% | 9.41% | 93.58% |
Government | 0.00% | 0.00% | 52.02% | 93.32% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | SDCSX % Rank | |
---|---|---|---|---|
US | 98.56% | 0.00% | 142.23% | 47.96% |
Non US | 0.00% | 0.00% | 23.89% | 86.17% |
SDCSX - Expenses
Operational Fees
SDCSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 0.66% | 0.01% | 20.65% | 59.42% |
Management Fee | 0.39% | 0.00% | 1.20% | 36.95% |
12b-1 Fee | N/A | 0.00% | 1.00% | 15.38% |
Administrative Fee | 0.10% | 0.01% | 0.44% | 32.05% |
Sales Fees
SDCSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 0.50% | 4.75% | N/A |
Deferred Load | N/A | 0.25% | 5.00% | N/A |
Trading Fees
SDCSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 1.00% | 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.
SDCSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 41.00% | 0.00% | 283.00% | 88.96% |
SDCSX - Distributions
Dividend Yield Analysis
SDCSX | Category Low | Category High | SDCSX % Rank | |
---|---|---|---|---|
Dividend Yield | 0.00% | 0.00% | 14.56% | 21.96% |
Dividend Distribution Analysis
SDCSX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Monthly | Monthly | Monthly |
Net Income Ratio Analysis
SDCSX | Category Low | Category High | SDCSX % Rank | |
---|---|---|---|---|
Net Income Ratio | 2.67% | -0.53% | 5.33% | 13.02% |
Capital Gain Distribution Analysis
SDCSX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Mar 28, 2024 | $0.018 | OrdinaryDividend |
Feb 29, 2024 | $0.018 | OrdinaryDividend |
Jan 31, 2024 | $0.018 | DailyAccrualFund |
Dec 22, 2023 | $0.018 | DailyAccrualFund |
Nov 24, 2023 | $0.018 | DailyAccrualFund |
Oct 25, 2023 | $0.018 | DailyAccrualFund |
Sep 25, 2023 | $0.018 | DailyAccrualFund |
Aug 25, 2023 | $0.018 | DailyAccrualFund |
Jul 25, 2023 | $0.018 | DailyAccrualFund |
Jun 26, 2023 | $0.018 | DailyAccrualFund |
May 24, 2023 | $0.017 | DailyAccrualFund |
Apr 24, 2023 | $0.018 | DailyAccrualFund |
Mar 27, 2023 | $0.017 | DailyAccrualFund |
Feb 22, 2023 | $0.018 | DailyAccrualFund |
Jan 25, 2023 | $0.017 | DailyAccrualFund |
Dec 23, 2022 | $0.018 | DailyAccrualFund |
Nov 30, 2022 | $0.018 | DailyAccrualFund |
Oct 31, 2022 | $0.017 | DailyAccrualFund |
Sep 30, 2022 | $0.017 | DailyAccrualFund |
Aug 31, 2022 | $0.017 | DailyAccrualFund |
Jul 29, 2022 | $0.017 | DailyAccrualFund |
Jun 30, 2022 | $0.017 | DailyAccrualFund |
May 31, 2022 | $0.017 | DailyAccrualFund |
Apr 29, 2022 | $0.017 | DailyAccrualFund |
Mar 31, 2022 | $0.017 | DailyAccrualFund |
Feb 28, 2022 | $0.017 | DailyAccrualFund |
Jan 31, 2022 | $0.016 | DailyAccrualFund |
Dec 31, 2021 | $0.016 | DailyAccrualFund |
Nov 30, 2021 | $0.016 | DailyAccrualFund |
Oct 29, 2021 | $0.016 | DailyAccrualFund |
Sep 30, 2021 | $0.016 | DailyAccrualFund |
Aug 31, 2021 | $0.016 | DailyAccrualFund |
Jun 30, 2021 | $0.017 | DailyAccrualFund |
May 28, 2021 | $0.016 | DailyAccrualFund |
Apr 30, 2021 | $0.017 | DailyAccrualFund |
Mar 31, 2021 | $0.016 | DailyAccrualFund |
Feb 26, 2021 | $0.017 | DailyAccrualFund |
Jan 29, 2021 | $0.017 | DailyAccrualFund |
Dec 24, 2020 | $0.017 | DailyAccrualFund |
Nov 23, 2020 | $0.016 | DailyAccrualFund |
Oct 26, 2020 | $0.017 | DailyAccrualFund |
Sep 24, 2020 | $0.018 | DailyAccrualFund |
Aug 31, 2020 | $0.018 | DailyAccrualFund |
Jul 31, 2020 | $0.018 | DailyAccrualFund |
Jun 30, 2020 | $0.019 | DailyAccrualFund |
May 29, 2020 | $0.018 | DailyAccrualFund |
Apr 30, 2020 | $0.019 | DailyAccrualFund |
Mar 31, 2020 | $0.019 | DailyAccrualFund |
Feb 28, 2020 | $0.019 | DailyAccrualFund |
Jan 27, 2020 | $0.020 | DailyAccrualFund |
Dec 24, 2019 | $0.019 | DailyAccrualFund |
Nov 22, 2019 | $0.017 | DailyAccrualFund |
Oct 25, 2019 | $0.020 | DailyAccrualFund |
Sep 24, 2019 | $0.019 | DailyAccrualFund |
Aug 26, 2019 | $0.021 | DailyAccrualFund |
Jul 25, 2019 | $0.020 | DailyAccrualFund |
May 24, 2019 | $0.021 | DailyAccrualFund |
Apr 24, 2019 | $0.020 | DailyAccrualFund |
Mar 25, 2019 | $0.019 | DailyAccrualFund |
Feb 22, 2019 | $0.020 | DailyAccrualFund |
Jan 25, 2019 | $0.020 | DailyAccrualFund |
Dec 24, 2018 | $0.019 | DailyAccrualFund |
Nov 26, 2018 | $0.021 | DailyAccrualFund |
Oct 25, 2018 | $0.020 | DailyAccrualFund |
Aug 27, 2018 | $0.021 | DailyAccrualFund |
Jul 25, 2018 | $0.019 | DailyAccrualFund |
Jun 25, 2018 | $0.021 | DailyAccrualFund |
May 24, 2018 | $0.019 | DailyAccrualFund |
Apr 24, 2018 | $0.019 | DailyAccrualFund |
Mar 23, 2018 | $0.020 | DailyAccrualFund |
Feb 22, 2018 | $0.019 | DailyAccrualFund |
Jan 25, 2018 | $0.018 | DailyAccrualFund |
Dec 26, 2017 | $0.019 | DailyAccrualFund |
Nov 24, 2017 | $0.016 | DailyAccrualFund |
Oct 25, 2017 | $0.020 | DailyAccrualFund |
Sep 25, 2017 | $0.020 | DailyAccrualFund |
Aug 25, 2017 | $0.020 | DailyAccrualFund |
Jul 25, 2017 | $0.020 | DailyAccrualFund |
Jun 26, 2017 | $0.023 | DailyAccrualFund |
May 24, 2017 | $0.022 | DailyAccrualFund |
Apr 24, 2017 | $0.020 | DailyAccrualFund |
Mar 27, 2017 | $0.023 | DailyAccrualFund |
Feb 22, 2017 | $0.021 | DailyAccrualFund |
Jan 25, 2017 | $0.021 | DailyAccrualFund |
Dec 23, 2016 | $0.059 | DailyAccrualFund |
Nov 23, 2016 | $0.022 | DailyAccrualFund |
Oct 25, 2016 | $0.021 | DailyAccrualFund |
Sep 26, 2016 | $0.024 | DailyAccrualFund |
Aug 25, 2016 | $0.023 | DailyAccrualFund |
Jul 25, 2016 | $0.022 | DailyAccrualFund |
Jun 24, 2016 | $0.026 | DailyAccrualFund |
May 24, 2016 | $0.023 | DailyAccrualFund |
Apr 25, 2016 | $0.023 | DailyAccrualFund |
Mar 24, 2016 | $0.026 | DailyAccrualFund |
Feb 23, 2016 | $0.024 | DailyAccrualFund |
Jan 25, 2016 | $0.023 | DailyAccrualFund |
Dec 24, 2015 | $0.027 | DailyAccrualFund |
Nov 23, 2015 | $0.023 | DailyAccrualFund |
Oct 26, 2015 | $0.026 | DailyAccrualFund |
Sep 24, 2015 | $0.025 | DailyAccrualFund |
Aug 25, 2015 | $0.023 | DailyAccrualFund |
Jul 27, 2015 | $0.027 | DailyAccrualFund |
Jun 24, 2015 | $0.025 | DailyAccrualFund |
May 22, 2015 | $0.024 | DailyAccrualFund |
Apr 24, 2015 | $0.027 | DailyAccrualFund |
Mar 25, 2015 | $0.024 | DailyAccrualFund |
Feb 23, 2015 | $0.024 | DailyAccrualFund |
Jan 26, 2015 | $0.026 | DailyAccrualFund |
Dec 24, 2014 | $0.026 | DailyAccrualFund |
Nov 21, 2014 | $0.023 | DailyAccrualFund |
Oct 27, 2014 | $0.028 | DailyAccrualFund |
Sep 24, 2014 | $0.025 | DailyAccrualFund |
Aug 25, 2014 | $0.024 | DailyAccrualFund |
Jul 25, 2014 | $0.027 | DailyAccrualFund |
Jun 24, 2014 | $0.025 | DailyAccrualFund |
May 23, 2014 | $0.027 | DailyAccrualFund |
Apr 24, 2014 | $0.026 | DailyAccrualFund |
Mar 25, 2014 | $0.025 | DailyAccrualFund |
Feb 24, 2014 | $0.026 | DailyAccrualFund |
Jan 27, 2014 | $0.029 | DailyAccrualFund |
Dec 24, 2013 | $0.027 | DailyAccrualFund |
Nov 22, 2013 | $0.025 | DailyAccrualFund |
Oct 25, 2013 | $0.029 | DailyAccrualFund |
Sep 24, 2013 | $0.026 | DailyAccrualFund |
Aug 26, 2013 | $0.028 | DailyAccrualFund |
Jul 25, 2013 | $0.027 | DailyAccrualFund |
Jun 24, 2013 | $0.024 | DailyAccrualFund |
May 24, 2013 | $0.027 | DailyAccrualFund |
Apr 24, 2013 | $0.026 | DailyAccrualFund |
Mar 22, 2013 | $0.023 | DailyAccrualFund |
Feb 25, 2013 | $0.025 | DailyAccrualFund |
Jan 28, 2013 | $0.028 | DailyAccrualFund |
Dec 21, 2012 | $0.024 | DailyAccrualFund |
Nov 27, 2012 | $0.028 | DailyAccrualFund |
Oct 26, 2012 | $0.026 | DailyAccrualFund |
Sep 25, 2012 | $0.025 | DailyAccrualFund |
Aug 28, 2012 | $0.028 | DailyAccrualFund |
Jul 26, 2012 | $0.027 | DailyAccrualFund |
Jun 26, 2012 | $0.029 | DailyAccrualFund |
May 25, 2012 | $0.027 | DailyAccrualFund |
Apr 25, 2012 | $0.026 | DailyAccrualFund |
Mar 27, 2012 | $0.029 | DailyAccrualFund |
Feb 24, 2012 | $0.027 | DailyAccrualFund |
Jan 26, 2012 | $0.023 | DailyAccrualFund |
Jan 03, 2012 | $0.034 | DailyAccrualFund |
Nov 25, 2011 | $0.028 | DailyAccrualFund |
Oct 26, 2011 | $0.027 | DailyAccrualFund |
Sep 27, 2011 | $0.031 | DailyAccrualFund |
Aug 26, 2011 | $0.029 | DailyAccrualFund |
Jul 26, 2011 | $0.027 | DailyAccrualFund |
Jun 27, 2011 | $0.032 | DailyAccrualFund |
May 27, 2011 | $0.026 | DailyAccrualFund |
Apr 27, 2011 | $0.028 | DailyAccrualFund |
Mar 28, 2011 | $0.030 | DailyAccrualFund |
Feb 23, 2011 | $0.027 | DailyAccrualFund |
Jan 26, 2011 | $0.027 | DailyAccrualFund |
Dec 28, 2010 | $0.031 | DailyAccrualFund |
Nov 24, 2010 | $0.027 | DailyAccrualFund |
Oct 26, 2010 | $0.026 | DailyAccrualFund |
Sep 27, 2010 | $0.029 | DailyAccrualFund |
Aug 26, 2010 | $0.027 | DailyAccrualFund |
Jul 27, 2010 | $0.030 | DailyAccrualFund |
Jun 25, 2010 | $0.029 | DailyAccrualFund |
May 25, 2010 | $0.026 | DailyAccrualFund |
Apr 27, 2010 | $0.031 | DailyAccrualFund |
Mar 26, 2010 | $0.030 | DailyAccrualFund |
Feb 23, 2010 | $0.028 | DailyAccrualFund |
Jan 26, 2010 | $0.027 | DailyAccrualFund |
Dec 28, 2009 | $0.032 | DailyAccrualFund |
Nov 24, 2009 | $0.026 | DailyAccrualFund |
Oct 27, 2009 | $0.030 | DailyAccrualFund |
Sep 25, 2009 | $0.028 | DailyAccrualFund |
Aug 26, 2009 | $0.027 | DailyAccrualFund |
Jul 28, 2009 | $0.031 | DailyAccrualFund |
Jun 25, 2009 | $0.029 | DailyAccrualFund |
May 26, 2009 | $0.027 | DailyAccrualFund |
Apr 27, 2009 | $0.030 | DailyAccrualFund |
Mar 26, 2009 | $0.027 | DailyAccrualFund |
Feb 24, 2009 | $0.026 | DailyAccrualFund |
Jan 27, 2009 | $0.028 | DailyAccrualFund |
Dec 26, 2008 | $0.029 | DailyAccrualFund |
Nov 24, 2008 | $0.025 | DailyAccrualFund |
Oct 28, 2008 | $0.027 | DailyAccrualFund |
Sep 25, 2008 | $0.027 | DailyAccrualFund |
Aug 26, 2008 | $0.026 | DailyAccrualFund |
Jul 28, 2008 | $0.030 | DailyAccrualFund |
Jun 25, 2008 | $0.027 | DailyAccrualFund |
May 27, 2008 | $0.028 | DailyAccrualFund |
Apr 25, 2008 | $0.027 | DailyAccrualFund |
Mar 26, 2008 | $0.026 | DailyAccrualFund |
Feb 26, 2008 | $0.027 | DailyAccrualFund |
Jan 28, 2008 | $0.029 | DailyAccrualFund |
Dec 26, 2007 | $0.026 | DailyAccrualFund |
Nov 27, 2007 | $0.029 | DailyAccrualFund |
Oct 26, 2007 | $0.027 | DailyAccrualFund |
Sep 25, 2007 | $0.025 | DailyAccrualFund |
Aug 28, 2007 | $0.028 | DailyAccrualFund |
Jul 26, 2007 | $0.026 | DailyAccrualFund |
Jun 26, 2007 | $0.029 | DailyAccrualFund |
May 25, 2007 | $0.027 | DailyAccrualFund |
Apr 25, 2007 | $0.026 | DailyAccrualFund |
Mar 27, 2007 | $0.029 | DailyAccrualFund |
Feb 23, 2007 | $0.025 | DailyAccrualFund |
Jan 29, 2007 | $0.026 | DailyAccrualFund |
Dec 26, 2006 | $0.024 | DailyAccrualFund |
Nov 27, 2006 | $0.028 | DailyAccrualFund |
Oct 26, 2006 | $0.027 | DailyAccrualFund |
Sep 26, 2006 | $0.027 | DailyAccrualFund |
Aug 28, 2006 | $0.028 | DailyAccrualFund |
Jul 26, 2006 | $0.027 | DailyAccrualFund |
Jun 27, 2006 | $0.032 | DailyAccrualFund |
May 25, 2006 | $0.027 | DailyAccrualFund |
Apr 25, 2006 | $0.026 | DailyAccrualFund |
Mar 28, 2006 | $0.030 | DailyAccrualFund |
Feb 23, 2006 | $0.027 | DailyAccrualFund |
SDCSX - Fund Manager Analysis
Managers
Matthew Caggiano
Start Date
Tenure
Tenure Rank
Apr 01, 1999
23.18
23.2%
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
Michael Generazo
Start Date
Tenure
Tenure Rank
Jun 01, 2010
12.01
12.0%
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
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.08 | 35.05 | 7.37 | 1.58 |