TTEPX Mutual Fund

TTEPX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
0.54%
Dividend Yield (Current)
-
Holdings
4
Inception Date
May 18, 2012
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

Asset Allocation

Bonds: 40.03%
Cash: 0.48%
Other: 59.50%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

TTEPX Mutual Fund Overview

TTEPX Mutual Fund (American Funds Tax-Exempt Preservation Portfolio - Class T) is managed by American Funds. TTEPX expense ratio is 0.54%, holding 4 positions across various sectors. Inception date: 2012-05-18.

TTEPX performance shows data across multiple time periods..

TTEPX top holdings include a diversified portfolio. Go to all TTEPX holdings, TTEPX sectors, or TTEPX dividends.

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