SFTEX Mutual Fund

SFTEX Mutual Fund (American Funds Short-Term Tax-Exempt Bond Fund Class F-3) is managed by American Funds with $47.5M in net assets. SFTEX expense ratio is 0.24%, holding 1231 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2017-01-27.

SFTEX performance shows a YTD return of 0.96%. The 1-year return is 2.76% and the 5-year return is 1.61%. SFTEX dividend yield stands at 2.70%, paid monthly.

SFTEX top holdings include Utility Debt Securitization Au Utlutl 06/32 Fixed 5 5 (1.0%), University Mich Univ Revs 2.35% Apr 01, 2042 (0.8%), Pefa Inc Ia Gas Proj Revenue Regd V/r B/e 5.00000000 (0.8%), Pennsylvania Economic Development Financing Authority, Series 2021A-2 (0.8%), California Stwd Cmntys Dev Aut Casgen 10/28 Fixed 5 (0.7%). Go to all SFTEX holdings, SFTEX sectors, or SFTEX dividends.

SFTEX can be compared against other funds. Use SFTEX overlap to find shared positions, or SFTEX vs another fund for a side-by-side view. SFTEX alternatives are available via the screener, along with tax-loss harvesting opportunities.