TEPFX : American Funds Tax-Exempt Preservation Portfolio Class F-1

TEPFX is a Bond Market Municipal Bond with LOW fees.

TEPFX

American Funds Tax-Exempt Preservation Portfolio Class F-1

FI Score

63 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

63% FI Score
  • tepfx
  • Mutual Fund
  • Bond
  • Municipal Bond

American Funds Tax-Exempt Preservation Portfolio Class F-1

Expenses: 0.41% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

The investment seeks current income that is exempt from regular federal income tax, consistent with preservation of capital. The fund invests in a mix of American Funds fixed income funds. It will principally invest in funds that seek current income through investments in bonds or in other fixed income instruments. The underlying funds may hold securities issued and guaranteed by the U.S. government, securities issued by federal agencies and instrumentalities and securities backed by mortgages or other assets.

Largest Holdings

Amount Holding
70.14% American Funds Ltd-Term Tx-Ex Bd R-6
29.89% American Funds Shrt-Term Tx-Exmpt Bd R-6

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