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American Funds TaxExempt Bond F1 (AFTFX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds TaxExempt Bond F1 (AFTFX) Fund

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Graph of American Funds TaxExempt Bond F1 Fund (AFTFX) ManagerFund Manager - Neil L. Langberg

Fund Manager Information

Fund Manager Tenure: 40.3 years
Similar Funds: AFTEX 
Fund Family: American Funds
Fund Category: Muni National Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Langberg is a vice president with Capital Research and Management Company, his employer since 1978.  Get more insights on Neil L. Langberg

 

Graph of American Funds TaxExempt Bond F1 Fund (AFTFX) ProfileAmerican Funds TaxExempt Bond F1 Fund (AFTFX) Profile

Fund Profile and Description

American Funds TaxExempt Bond F1 Fund seeks high current income exempt from regular federal income tax. American Funds TaxExempt Bond F1 Fund invests at least 80% of assets in, or derives at least 80% of income from, securities that are exempt from regular federal income tax. It may invest, without limitation, in securities that may subject you to federal AMT. American Funds TaxExempt Bond F1 Fund invests a significant portion of its portfolio in municipal bonds rated BBB+ or below or Baa1 or below or unrated but determined by the adviser to be of equivalent quality.

 

American Funds TaxExempt Bond F1 (AFTFX) Fund Strength What we like about American Funds TaxExempt Bond F1 (AFTFX) Fund

Data for American Funds TaxExempt Bond F1 Fund (AFTFX) as of May 30, 2016

  • American Funds TaxExempt Bond F1 Fund (AFTFX) management has been with American Funds TaxExempt Bond F1 Fund for 40.3 years
  • American Funds TaxExempt Bond F1 Fund (AFTFX) has good short-term performance (1-year return 5.35% vs 4.71% Muni National Interm category median performance)
  • American Funds TaxExempt Bond F1 Fund (AFTFX) has good mid-term performance (3-year return 3.79% vs 3.10% Muni National Interm category median performance)
  • American Funds TaxExempt Bond F1 Fund (AFTFX) has good Long-term performance (5-year return 5.39% vs 4.14% Muni National Interm category median performance)
  • American Funds TaxExempt Bond F1 Fund (AFTFX) ratio of up-years vs down years is greater than 2
  • American Funds TaxExempt Bond F1 Fund (AFTFX) has a Morningstar rating of 4 and above
  • Asset base in American Funds TaxExempt Bond F1 Fund (AFTFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds TaxExempt Bond F1 Fund (AFTFX) has an annual stock turnover rate of 14.00% vs Muni National Interm average of 22.40%. It is good that American Funds TaxExempt Bond F1 management does not trade extensively for its return.
  • American Funds TaxExempt Bond F1 Fund (AFTFX) has a lower expense ratio than its Muni National Interm average: 0.67% vs 0.80%

American Funds TaxExempt Bond F1 Fund (AFTFX) Weakness What we are cautious about American Funds TaxExempt Bond F1 (AFTFX) Fund

Data for American Funds TaxExempt Bond F1 Fund (AFTFX) as of May 30, 2016

  • American Funds TaxExempt Bond F1 Fund (AFTFX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.43 that is higher than category average of 3.29
  • Even though American Funds TaxExempt Bond F1 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See American Funds TaxExempt Bond F1 Fund (AFTFX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds TaxExempt Bond F1 Fund (AFTFX)Compare with other top Muni National Interm category mutual funds

Aadditional top Muni National Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds TaxExempt Bond F12.585.353.795.39
Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX)3.408.176.377.87Compare
BlackRock Strategic Muni Opps Inv A1 (MDMTX)3.297.784.275.68Compare
USAA Tax Exempt Intermediate-Term (USATX)2.525.223.514.92Compare

See top fund managers for Muni National Interm Category Funds

 

Compare American Funds TaxExempt Bond F1 Fund (AFTFX)Compare with Muni National Interm category ETFs

Some Muni National Interm ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Intermediate Muni ETF (ITM)2.55%7.15%4.62%
iShares National AMT-Free Muni Bond (MUB)2.19%5.72%4.01%
PIMCO Intermediate Municipal Bd Actv ETF (MUNI)1.61%4.98%2.60%
Columbia Intermediate Municipal Bond ETF (GMMB)000

 

Graph of American Funds TaxExempt Bond F1 Fund (AFTFX) Net Asset TrackingAmerican Funds TaxExempt Bond F1 (AFTFX) Fund Net Asset

Track net asset change of American Funds TaxExempt Bond F1 fund (AFTFX)

DateNet Asset
05/2016$12.05B
03/2016$11.56B
02/2016$11.34B
More historic net asset information on American Funds TaxExempt Bond F1 Fund (AFTFX)

  

Graph of American Funds TaxExempt Bond F1 Fund (AFTFX) Portfolio TrackingAmerican Funds TaxExempt Bond F1 (AFTFX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds TaxExempt Bond F1 fund (AFTFX)

DateCashStockBondOther
03/20168.73%0%91.27%0%
12/20158.32%0%91.68%0%
09/20157.32%0%92.39%0.29%
Click here to see more historic asset allocation information on American Funds TaxExempt Bond F1 Fund (AFTFX)

 

graph of American Funds TaxExempt Bond F1 Fund (AFTFX) Top 10 Position TrackingTop 10 Holdings in American Funds TaxExempt Bond F1 (AFTFX) Fund

Discover what American Funds TaxExempt Bond F1 Fund (AFTFX) manager is buying

Mar 30, 2016
Buckeye Ohio Tob Settlement Fi To 5.875% [0.62%]
Wisconsin St Gen Fd Annual App Genera 6% [0.51%]
Washington St Health Care Facs Rev 1.01% [0.5%]
Tobacco Settlement Fing Corp N Asset 5% [0.45%]
Michigan Tob Settlement Fin Au Tobacc 6% [0.42%]
Buckeye Ohio Tob Settlement Fi Toba 6.5% [0.35%]
Illinois St Toll Hwy Auth 5% [0.33%]
Grand Parkway Transn Corp Tex Toll 5% [0.31%]
Houston Tex Util Sys Rev For I Comb U 5% [0.31%]
Illinois Fin Auth 6.875% [0.27%]

Dec 30, 2015
Wisconsin St Gen Fd Annual App Genera 6% [0.55%]
Buckeye Ohio Tob Settlement Fi To 5.875% [0.51%]
Buckeye Ohio Tob Settlement Fi Toba 6.5% [0.41%]
Tobacco Settlement Fing Corp N Asset 5% [0.41%]
Michigan Tob Settlement Fin Au Tobacc 6% [0.39%]
Illinois St Toll Hwy Auth 5% [0.35%]
Grand Parkway Transn Corp Tex Toll 5% [0.33%]
Washington St Health Care Facs Rev 1.01% [0.31%]
Illinois Fin Auth 6.875% [0.29%]
Orlando & Orange Cnty Expwy Au Rev Re 5% [0.28%]

Sep 29, 2015
Wisconsin St Gen Fd Annual App Genera 6% [0.57%]
Tobacco Settlement Fing Corp N Asset 5% [0.47%]
Buckeye Ohio Tob Settlement Fi Toba 6.5% [0.41%]
Illinois St Toll Hwy Auth 5% [0.35%]
Michigan Tob Settlement Fin Au Tobacc 6% [0.34%]
Grand Parkway Transn Corp Tex Toll 5% [0.33%]
Illinois Fin Auth 6.875% [0.29%]
Orlando & Orange Cnty Expwy Au Rev Re 5% [0.29%]
Buckeye Ohio Tob Settlement Fi To 5.875% [0.29%]
Foothill / Eastern Transn Corr Ref Re 6% [0.26%]
Click here for Stock Holding Change Map in American Funds TaxExempt Bond F1 Fund (AFTFX)

  

Latest News on American Funds TaxExempt Bond F1 (AFTFX) Fund

See what is happening with American Funds TaxExempt Bond F1 Fund (AFTFX)

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American Funds TaxExempt Bond F1 Fund (AFTFX) Related ResourcesSee more information on American Funds TaxExempt Bond F1 (AFTFX) Fund

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