American Funds Tax-Exempt Preservation Portfolio

U.S. News evaluated 83 Muni National Interm Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 3.43 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 3.1%
1 Year 3.4%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 bond funds. It will principally invest in funds that seek current income through bond investments. Under normal circumstances, the fund will derive at least 80% of its income from securities that are exempt from regular federal income tax and will invest at least 80% of its assets in funds that predominately invest in securities that are exempt from regular federal income tax.

Fees

Fees are Low compared to funds in the same category.
American Funds Tax-Exempt Preservation Portfolio has an expense ratio of 1.15 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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