Morningstar

American Funds Tax-Exempt Preservation Portfolio Class C TEPCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Capital Group Investment Hub

Morningstar’s Analysis TEPCX

Will TEPCX outperform in the 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 TEPCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TEPCX 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 TEPCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A standout for tax-conscious investors.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

American Funds Tax-Aware Preservation and Income series’ strong management team and thoughtful, research-based approach help it stand out among peers. It remains a great choice for tax-conscious investors. The series’ three portfolios are available as model portfolios and separate accounts, with the Tax-Exempt Preservation portfolio also offered as a mutual fund.

by Stephen Margaria
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