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Morningstar

American Funds Ltd-Term Tx-Ex Bd C LTXCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See American Funds Investment Hub

Morningstar’s Analysis LTXCX

Will LTXCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LTXCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LTXCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LTXCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Remains in good hands.

Associate Director Elizabeth Foos

Elizabeth Foos

Associate Director

Summary

American Funds Limited Term Tax-Exempt Bond's team is large, seasoned, and collaborative, while the approach is sensible and rooted in research. The team has stabilized after navigating transitions through thoughtful succession planning, and the strategy's People rating has increased to High from Above Average.

by Elizabeth Foos
Rated on Published on

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