American Funds Tax-Exempt Preservation Portfolio Class F-1 (TEPFX) Research
This fund, the American Funds Tax-Exempt Preservation Portfolio Class F-1, has a primary objective: to generate income that is exempt from regular federal taxes, without compromising the safety of your original investment. It achieves this by strategically allocating its capital among a variety of bond-focused funds also managed by American Funds. These underlying portfolios principally aim to produce income by investing in diverse debt instruments. Such holdings can include securities guaranteed or issued by the U.S. government, debt from federal agencies and related entities, and various mortgage-backed or other asset-backed securities.
Market snapshot
- Symbol
- TEPFX
- Price
- $9.77
- Day change
- +0.10%
- Market cap
- $395.1M
- 52-week range
- 9.62-9.88
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Vest US Large Cap 10% Buffer Strategies Fund Class Institutional Class (BUIGX)
- Vest US Large Cap 10% Buffer Strategies Fund Class Investor Shares (BUMGX)
- FAM Small Cap Fund Investor Class (FAMFX)
- James Balanced: Golden Rainbow Fund Institutional Class (GLRIX)
- ICON Flexible Bond Fund Investor (IOBAX)
- MassMutual Equity Opports I (MFVZX)
- PFG BR Target Allocation EqStrtgyRShares (PFESX)
- Victory RS Small Cap Growth Fund - Class A (RSEGX)
Open American Funds Tax-Exempt Preservation Portfolio Class F-1 (TEPFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.