TEPAX Fund Comparisons
TEPAX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include DFMPX, DFTIX, CCSTX. FundQuant is educational research software and does not provide individualized investment advice.
Target Fund
- Symbol
- TEPAX
- Name
- American Funds Tax-Exempt Preservation Portfolio
- Type
- Mutual Fund
- Originator
- Capital Group / American Funds
- Asset class
- fixed_income
- Net expense ratio
- 0.59%
- AUM
- $395.6M
Comparable Funds
FundQuant reviewed 449 active searchable funds, 49 ETFs, 400 mutual funds and returned 3 comparable funds for TEPAX.
- DFMPX - DFA Municipal Bond Portfolio (Mutual Fund; DFA Investment Dimensions; fixed_income; Strong Fit; fit score 85)
- DFTIX - DFA Intermediate-Term Municipal Bond Portfolio (Mutual Fund; DFA Investment Dimensions; fixed_income; Strong Fit; fit score 84)
- CCSTX - Capital Group California Short-Term Municipal Fund (Mutual Fund; Capital Group / American Funds; fixed_income; Strong Fit; fit score 85)
FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.