SFTEX Mutual Fund
SFTEX Mutual Fund
American Funds Short-Term Tax-Exempt Bond Fund Class F-3
SFTEX Mutual Fund Overview
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 Other, Financials, Utilities. Inception date: 2017-01-27.
SFTEX performance shows a YTD return of 1.32%. The 1-year return is 3.68% and the 5-year return is 1.72%. SFTEX dividend yield stands at 2.69%, 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 4 09/01/2049 (0.8%), Pennsylvania Economic Development Financing Authority, Series 2021A-2 (0.8%), California Stwd Cmntys Dev Aut Casgen 10/28 Fixed 5 (0.7%). View all SFTEX holdings, sector breakdown, or dividend history.
SFTEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SFTEX alternatives are available via the screener, along with tax-loss harvesting opportunities.