American Funds Limited Term Tax-Exempt Bond’s capable, if still fairly new, managers and sizable bench follow an effective, research-based approach. Its cheapest share classes earn a Morningstar Analyst Rating of Bronze, and the rest Neutral and Negative, depending on their respective fees.
- NAV / 1-Day Return 14.85 / 0.06 %
- Total Assets 5.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.600%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Muni National Short
- Credit Quality / Interest Rate Sensitivity High / Limited
- Min. Initial Investment 250
- Status Open
- TTM Yield 1.73%
- Effective Duration 3.50 years
Morningstar’s Analysis LTXFX
Will LTXFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 2111
- Other Holdings 26
- % Assets in Top 10 Holdings 5.2