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American Funds LtdTerm TxEx Bd F1 LTXFX

Analyst rating as of
NAV / 1-Day Return
15.26  /  0.05 %
Total Assets
6.1 Bil
Adj. Expense Ratio
Expense Ratio
Fee Level
Above Average
Longest Manager Tenure
3.62 years
Muni National Short
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
TTM Yield
Effective Duration
3.02 years

Morningstar’s Fund Analysis LTXFX

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Management Change on American Funds Limited Term Tax-Exempt Bond Does Not Affect Ratings

Associate Director

Analyst Note

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Capital Group announced that portfolio manager Aaron Applebaum will retire from the firm effective July 1, 2022. Applebaum, who joined Capital group in 2008, is a named manager on American Funds Short-Term Tax-Exempt Bond ASTEX and American Funds Limited Term Tax-Exempt Bond Fund of America, and he will transition out of the strategies at that time. Portfolio manager Mark Marinella, who has been named on these strategies since 2019, will remain and serve as the Principal Investment Officer for both. He has 34 years of investment industry experience and has been with Capital Group since 2016.

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